$100.4M Total AUM
$97.3M Disc. AUM
6.9% 3Y CAGR
3 Employees
82 ADV. Clients
17 yrs Firm Age
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- Custodian
- Altruist ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-05-2008
- Office Locations
- 2
Office Locations
1489 Glenneyre Street Laguna Beach CA
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About Sagent Wealth Management
Sagent Wealth Management is a Laguna Beach, CA RIA providing investment advice/management, financial planning, and estate planning (trusts, wills, and health care directives), plus education savings planning and complimentary financial checkups. The firm serves retail clients seeking an ongoing trusted advisor and builds portfolios with an ETF and public-fund mix. Custody includes Altruist and Fidelity/NFS.
Team overview
62 AVG AGE
$50.2M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
4.6 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
17yrs Firm Age
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Owner & Executives
M
MARSHALL GLEN EICHENAUER JR.
Chief Compliance Officer, Investment Advisor, President
- CRD
- #2333062
- Ownership
- Less than 5%
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I
IRIS DATZMAN AILLAUD
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- CRD
- #5404244
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $97,346,136 | $423,244 |
| Non-Discretionary | $3,065,267 | $180,310 |
| Total | $100,411,403 | $406,524 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Municipal Bonds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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