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| Sagent Wealth Management
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|---|---|
| CRD # | 147890 |
| SEC # | 801-69446 |
| CIK # | |
| AUM | 100.4 M (2026-03-11) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 949-756-2226 |
| Address | 1489 Glenneyre Street Laguna Beach, CA 92651 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | Sagent Private Investment Fund I LLC | 2012-04-04 | 1.5 M |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 40 | 13.9 |
| (b) Individuals (high net worth individuals) | 42 | 86.6 |
| (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 | 247 | 100.4 |
| By Discretionary | ||
| Discretionary | 230 | 97.3 |
| Non-Discretionary | 17 | 3.1 |
| Total | 247 | 100.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 100.4 | |
| Total | 247 | 100.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Fund Types | Private Equity |
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