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| Happy Holidays!! thanks for using AUM13F!! |
| Sagent Wealth Management
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| CRD # | 147890 |
| SEC # | 801-69446 |
| CIK # | |
| AUM | $93.9 M (2025-03-25) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 949-756-2226 |
| Address | 1489 Glenneyre Street Laguna Beach, CA 92651 |
| Source | [IAPD] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Sagent Private Investment Fund I LLC | 2012-04-04 | 1.5 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 47 | 15.6 |
| (b) Individuals (high net worth individuals) | 33 | 78.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 224 | 93.9 |
| By Discretionary | ||
| Discretionary | 205 | 90.0 |
| Non-Discretionary | 19 | 3.8 |
| Total | 224 | 93.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 93.9 | |
| Total | 224 | 93.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Viden Arbor Capital LLC
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|
0.2 | |
|
The Stone Creek Group LLC
✚
|
CO | 0.2 |
|
Chung Wu Investment Group LLC
✚
|
TX | 0.1 |
|
V Delima Investments Inc
✚
|
0.1 | |
|
Backbone Planning Partners LLC
✚
|
NV | 0.1 |
|
Millennial Advisers LLC
✚
|
NY | 0.1 |
|
Omega Capital Management LLC
✚
|
NJ | 0.0 |
|
van GORP LLC
✚
|
NY | 0.0 |
|
Symfonie Capital LLC
✚
|
0.0 | |
|
Biechele Royce Advisors Inc
✚
|
IN | 0.0 |