LAGUNA BEACH, CACRD 147890Latest ADV March 11, 2026
Sagent Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Laguna Beach, CA. Its latest Form ADV filing, dated March 11, 2026, reports $100M in regulatory assets under management, 3 employees, and 247 accounts.
Assets Under Management
$100M
Employees
3
Offices
--
Total Clients
82
Primary office
LAGUNA BEACH, CA
1489 GLENNEYRE STREET, LAGUNA BEACH, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 19, 2026
Client Coverage Demographics
Top client segmentHNWI represent 51.2% of total clients.
Top client categories% of clientsClients
1
HNWI
51.2%
42
2
Individuals
48.8%
40
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$100Mas of March 11, 2026
Discretionary96.9%
$97M
97% of total RAUM96.9%
Non-discretionary3.1%
$3M
3% of total RAUM3.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$100M
Total Accounts247
10Y AUM Change$-146K (-0.1%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee27:1
10Y Employee Change+1 (+50.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.