Sagent Wealth Management
SEC RegisteredProfessional Advice With Your Best Interest In Mind
About the firm
Sagent Wealth Management provides Investment Advice, Estate Planning and Financial Planning services along with complimentary financial check ups. Clientele of the firm come from a broad array of backgrounds but share a common desire to have a trusted Investment Advisor oversee their financial well being. For all clients, new and old, we strive to provide personalized client service, attention to detail and sound financial advice.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment Management, Financial Planning, Estate Planning (Living Trusts, Wills and Health Care Directives), and Educational Savings Plans, along with complimentary financial check ups.
Who they serve
Clients from a broad array of backgrounds who share a common desire to have a trusted Investment Advisor oversee their financial well being.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 40 | $14M |
| High Net Worth Individuals | 42 | $87M |
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 - $499,999 | 1.50% |
| $500,000 - $999,999 | 1.25% |
| $1,000,000 - $2,999,999 | 0.90% |
| Greater than $3,000,000 | 0.65% |
Data as of March 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Sagent Wealth Management has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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