Sagent Wealth Management
Legal Name: SAGENT WEALTH MANAGEMENT
Full Contact Details
Sagent Wealth Management
32331 COAST HIGHWAY, SUITE A, LAGUNA BEACH, CA
(949) 756-2226
(949) 756-2233
Other Info
Sagent Wealth Management, operating as a California-based Limited Liability Company, is approved by the SEC with a registration date dating back to August 5, 2008. The firm currently employs three individuals and has two advisors on staff, however, the number of clients served by Sagent Wealth Management is unknown.
Sagent Wealth Management
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Direct Owners
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MARSHALL GLEN EICHENAUER
PRESIDENT/CHIEF COMPLIANCE OFFICER owns less than 5%
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SAGENT CAPITAL, LLC.
CONTROLLING ENTITY owns 75% or more
Indirect Owners
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TERI ANN EICHENAUER
CO-TRUSTEE, THE EICHENAUER FAMILY TRUST owns more than 50% but less than 75%