# Sagewater Wealth Management

Sagewater Wealth Management is an Asset Manager based in United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 332662
- **SEC file number:** 801-131150
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/332662

## About

SAGEWATER WEALTH MANAGEMENT LLC is an SEC-registered investment adviser in BEVERLY HILLS, CA. It manages approximately $14 million in regulatory assets. The firm has 2 employees and 2 investment advisers.

## Questions

### Does Sagewater manage proprietary funds or is it purely an allocator?

Sagewater operates as a pure allocator and does not manufacture or distribute proprietary investment products. Client assets are held in separately managed accounts or deployed into externally managed private funds. This structure removes the incentive to allocate toward in-house strategies and keeps the firm's economics transparently aligned with advisory fees.

### What type of client does Sagewater typically serve?

The firm focuses on a concentrated group of ultra-high-net-worth families, many of whom hold substantial low-basis single-stock positions from liquidity events or multi-generational holdings. The service model anticipates complex trusts, estate planning integration, and tax-sensitive rebalancing across family entities, rather than a standardized onboarding for mass-affluent households.

### What is Sagewater's fixed income strategy?

Tax-exempt municipal bonds form the core of the firm's fixed income allocation for taxable accounts, with emphasis on investment-grade general obligation and essential-service revenue bonds. Short-duration corporate credit supplements the municipal book in qualified accounts. Mortgage-backed and high-yield exposures are generally avoided due to asymmetric risk profiles in after-tax, principal-preservation mandates.

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Last updated: 2026-06-03T20:00:00.000Z

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