SAGENT WEALTH MANAGEMENT

1489 Glenneyre Street
Laguna Beach, California 92651
Tel: (949) 756-2226

About SAGENT WEALTH MANAGEMENT

SAGENT WEALTH MANAGEMENT, formally registered with the SEC as SAGENT WEALTH MANAGEMENT. The firm was established in 08/05/2008. They have over 1 offices throughout the country.

SAGENT WEALTH MANAGEMENT is a Laguna Beach, California based Financial Planning firm with nearly $90,113,449 assets under management, offering retirement planning & investment advisory services to 251 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	147890
SEC#	801-69446
Assets Managed by Firm	$90,113,449
No. of Clients	251
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	251	$90,113,449
Individuals (other than high net worth individuals)	57	$17,011,600
High net worth individuals	32	$73,101,849

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