Investment adviser · CRD 147890

SAGENT WEALTH MANAGEMENT

Investment adviser filing (IA)

LAGUNA BEACH, CA, United States · Form ADV filed Jul 7, 2026

Regulatory AUM
$100M
Form ADV · Item 5.F
Client accounts
247
Accounts, not individual clients
Employees
3
Reported in this filing
Advisory professionals
2
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals42$86,550,82886.2%
Individuals40$13,860,57513.8%
Filing source

Form ADV 2118109 · Jul 7, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

SAGENT PRIVATE INVESTMENT FUND I, LLC.Private Equity Fund · Last reported Apr 11, 2016$1.5MGross asset value
Auditor HOLTHOUSE CARLIN & VAN TRIGT, LLP. LONG BEACH, California, United States
Custodian CHARLES SCHWAB SAN FRANCISCO, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-1260590896
Reported beneficial owners
39
Minimum commitment
$5K

Form ADV 1009995 · Apr 11, 2016 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Jul 7, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

1489 GLENNEYRE STREET
LAGUNA BEACH, CA, 92651, United States

CRD 147890

Filing source

Form ADV 2118109 · Jul 7, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.