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Sagewater Wealth Management LLC
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CRD # | 332662 |
SEC # | 801-131150 |
CIK # | |
AUM | $2.0 MM (2024-08-23) |
Employees | 2 (100% Investors, 0% Brokers) |
Phone | 310-574-2866 |
Address | 9461 Charleville Blvd Beverly Hills, CA 90212 |
Source | [IAPD] |
Total AUM ($1000's) |
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AUM Breakdown | Accounts | AUM ($1000's) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 500.0 |
(b) Individuals (high net worth individuals) | 0 | 1,500.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 5 | 2,000.0 |
By Discretionary | ||
Discretionary | 5 | 2,000.0 |
Non-Discretionary | 0 | 0.0 |
Total | 5 | 2,000.0 |
By Non-United States Persons | ||
Non-United States Persons | 1,800.0 | |
United States Persons | 200.0 | |
Total | 5 | 2,000.0 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
American Expats in Europe Ltd
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|
0.0 | |
Herring RIA Sub LLC
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|
CA | 0.0 |
IQvestment LLC
✚
|
MA | 0.0 |
Quantalytics Investment Advisors LLC
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|
NJ | 0.0 |
Fingage Advisors LLC
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|
CA | 0.0 |
Circular Wealth Advisors Inc
✚
|
FL | 0.0 |
Rockettrader Inc
✚
|
TN | 0.0 |
Wolverine Investment Advisors LLC
✚
|
GA | 0.0 |
Strategic Swiss Advisors SARL
✚
|
0.0 | |
Fruitful Advisory LLC
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|
NY | 0.0 |