CRD: 332662
Sagewater Wealth Management LLC
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-16-2024
- Office Locations
- 2
Office Locations
About Sagewater Wealth Management LLC
Sagewater Wealth Management is an SEC-registered RIA offering discretionary portfolio management for retail clients, implemented inside client-held brokerage accounts (e.g., Schwab, Interactive Brokers) so assets never leave the account. The firm uses long-term, value-driven equity and income portfolios in NYSE/NASDAQ-listed companies, pairing bonds/value stocks with low-risk options. Performance fees align incentives; founders bring U.S. markets and Crabel/Google experience.
Team overview
Insights
Investment Themes
Investment Vehicles
Services
Owner & Executives
PENG ZHANG
Chief Compliance Officer, GENERAL PARTNER
- CRD
- #7970770
- Ownership
- 50% but less than 75%
Cheyun Xia
GENERAL PARTNER
- CRD
- #7972956
- Ownership
- 25% but less than 50%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,300,000 | $464,667 |
| Non-Discretionary | $0 | -- |
| Total | $14,300,000 | $464,667 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Derivatives | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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