Sagewater Wealth Management LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
Latest Filings
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Sagewater Wealth Management LLC
CRD #332662
SEC #801-131150
CIK #
AUM $2.0 MM (2024-08-23)
Employees 2 (100% Investors, 0% Brokers)
Phone310-574-2866
Address9461 Charleville Blvd
Beverly Hills, CA 90212
Source [IAPD]
Total AUM ($1000's)
20001600120080040002009201420192025
AUM Breakdown Accounts AUM ($1000's)
By Client Type
(a) Individuals (other than high net worth individuals) 0 500.0
(b) Individuals (high net worth individuals) 0 1,500.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 5 2,000.0
By Discretionary
Discretionary 5 2,000.0
Non-Discretionary 0 0.0
Total 5 2,000.0
By Non-United States Persons
Non-United States Persons 1,800.0
United States Persons 200.0
Total 5 2,000.0
Comparable Firms State AUM ($BB)
American Expats in Europe Ltd
0.0
Herring RIA Sub LLC
CA 0.0
IQvestment LLC
MA 0.0
Quantalytics Investment Advisors LLC
NJ 0.0
Fingage Advisors LLC
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
NY 0.0
Terms | Privacy | Guide
tony@aum13f.com