SAGENT WEALTH MANAGEMENT
CRD #147890 SEC #801-69446 LAGUNA BEACH, CA (949) 756-2226
SEC Registered
Total AUM
$93.9M
Discretionary
$90M
Employees
3
Clients
51
Accounts
224
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $93.9M | $90M | $3.8M | 3 | 0 |
| Dec 2024 | $90.1M | $86.1M | $4.1M | 3 | 0 |
| Nov 2024 | $90.1M | $86.1M | $4.1M | 3 | 0 |
| Mar 2024 | $90.1M | $86.1M | $4.1M | 3 | 0 |
| Mar 2023 | $82.6M | $80M | $2.6M | 3 | 0 |
| Mar 2022 | $90.4M | $87.9M | $2.4M | 3 | 0 |
| Mar 2021 | $84.3M | $68.7M | $15.5M | 2 | 0 |
| Dec 2020 | $85.1M | $73.8M | $11.3M | 2 | 0 |
| Aug 2020 | $85.1M | $73.8M | $11.3M | 2 | 0 |
| Jun 2020 | $85.1M | $73.8M | $11.3M | 2 | 0 |
| Mar 2020 | $85.1M | $73.8M | $11.3M | 2 | 0 |
| Dec 2019 | $66.1M | $54.1M | $12M | 2 | 0 |
| Oct 2019 | $66.1M | $54.1M | $12M | 3 | 0 |
| Mar 2019 | $66.1M | $54.1M | $12M | 2 | 0 |
| Dec 2018 | $68.4M | $56M | $12.4M | 2 | 0 |
| Jun 2018 | $71.6M | $18.1M | $53.5M | 2 | 95 |
| Mar 2018 | $71.6M | $18.1M | $53.5M | 2 | 95 |
| Sep 2017 | $100.6M | $69.6M | $30.9M | 2 | 100 |
| Sep 2017 | $100.6M | $69.6M | $30.9M | 2 | 100 |
| Mar 2017 | $100.6M | $69.6M | $30.9M | 2 | 100 |
| Apr 2016 | $96.4M | $66.3M | $30.2M | 2 | 150 |
| Jan 2016 | $93.8M | $61.5M | $32.3M | 2 | 150 |
| Jul 2015 | $110M | $80M | $30M | 3 | 150 |
| Feb 2015 | $110M | $80M | $30M | 3 | 200 |
| Jun 2014 | $80M | $75M | $5M | 1 | 200 |
| Mar 2014 | $78.1M | $73.3M | $4.8M | 2 | 200 |
| Apr 2013 | $120M | $100M | $20M | 6 | 300 |
| Oct 2012 | $129M | $100M | $29M | 1 | 300 |
| Apr 2012 | $129M | $100M | $29M | 1 | 300 |
| Aug 2011 | $141M | $110M | $31M | 5 | -- |
| Aug 2011 | $141M | $110M | $31M | 5 | -- |
| Jul 2011 | $141M | $110M | $31M | 5 | -- |
| Mar 2011 | $141M | $110M | $31M | 5 | -- |
| Oct 2010 | $99M | $90M | $9M | 5 | -- |
| Oct 2009 | $49.3M | $42.5M | $6.8M | 5 | -- |
| Mar 2009 | $49.3M | $42.5M | $6.8M | 5 | -- |
DateMar 2025
Total AUM$93.9M
Discretionary$90M
Non-Disc.$3.8M
Employees3
Clients0
DateDec 2024
Total AUM$90.1M
Discretionary$86.1M
Non-Disc.$4.1M
Employees3
Clients0
DateNov 2024
Total AUM$90.1M
Discretionary$86.1M
Non-Disc.$4.1M
Employees3
Clients0
DateMar 2024
Total AUM$90.1M
Discretionary$86.1M
Non-Disc.$4.1M
Employees3
Clients0
DateMar 2023
Total AUM$82.6M
Discretionary$80M
Non-Disc.$2.6M
Employees3
Clients0
DateMar 2022
Total AUM$90.4M
Discretionary$87.9M
Non-Disc.$2.4M
Employees3
Clients0
DateMar 2021
Total AUM$84.3M
Discretionary$68.7M
Non-Disc.$15.5M
Employees2
Clients0
DateDec 2020
Total AUM$85.1M
Discretionary$73.8M
Non-Disc.$11.3M
Employees2
Clients0
DateAug 2020
Total AUM$85.1M
Discretionary$73.8M
Non-Disc.$11.3M
Employees2
Clients0
DateJun 2020
Total AUM$85.1M
Discretionary$73.8M
Non-Disc.$11.3M
Employees2
Clients0
DateMar 2020
Total AUM$85.1M
Discretionary$73.8M
Non-Disc.$11.3M
Employees2
Clients0
DateDec 2019
Total AUM$66.1M
Discretionary$54.1M
Non-Disc.$12M
Employees2
Clients0
DateOct 2019
Total AUM$66.1M
Discretionary$54.1M
Non-Disc.$12M
Employees3
Clients0
DateMar 2019
Total AUM$66.1M
Discretionary$54.1M
Non-Disc.$12M
Employees2
Clients0
DateDec 2018
Total AUM$68.4M
Discretionary$56M
Non-Disc.$12.4M
Employees2
Clients0
DateJun 2018
Total AUM$71.6M
Discretionary$18.1M
Non-Disc.$53.5M
Employees2
Clients95
DateMar 2018
Total AUM$71.6M
Discretionary$18.1M
Non-Disc.$53.5M
Employees2
Clients95
DateSep 2017
Total AUM$100.6M
Discretionary$69.6M
Non-Disc.$30.9M
Employees2
Clients100
DateSep 2017
Total AUM$100.6M
Discretionary$69.6M
Non-Disc.$30.9M
Employees2
Clients100
DateMar 2017
Total AUM$100.6M
Discretionary$69.6M
Non-Disc.$30.9M
Employees2
Clients100
DateApr 2016
Total AUM$96.4M
Discretionary$66.3M
Non-Disc.$30.2M
Employees2
Clients150
DateJan 2016
Total AUM$93.8M
Discretionary$61.5M
Non-Disc.$32.3M
Employees2
Clients150
DateJul 2015
Total AUM$110M
Discretionary$80M
Non-Disc.$30M
Employees3
Clients150
DateFeb 2015
Total AUM$110M
Discretionary$80M
Non-Disc.$30M
Employees3
Clients200
DateJun 2014
Total AUM$80M
Discretionary$75M
Non-Disc.$5M
Employees1
Clients200
DateMar 2014
Total AUM$78.1M
Discretionary$73.3M
Non-Disc.$4.8M
Employees2
Clients200
DateApr 2013
Total AUM$120M
Discretionary$100M
Non-Disc.$20M
Employees6
Clients300
DateOct 2012
Total AUM$129M
Discretionary$100M
Non-Disc.$29M
Employees1
Clients300
DateApr 2012
Total AUM$129M
Discretionary$100M
Non-Disc.$29M
Employees1
Clients300
DateAug 2011
Total AUM$141M
Discretionary$110M
Non-Disc.$31M
Employees5
Clients--
DateAug 2011
Total AUM$141M
Discretionary$110M
Non-Disc.$31M
Employees5
Clients--
DateJul 2011
Total AUM$141M
Discretionary$110M
Non-Disc.$31M
Employees5
Clients--
DateMar 2011
Total AUM$141M
Discretionary$110M
Non-Disc.$31M
Employees5
Clients--
DateOct 2010
Total AUM$99M
Discretionary$90M
Non-Disc.$9M
Employees5
Clients--
DateOct 2009
Total AUM$49.3M
Discretionary$42.5M
Non-Disc.$6.8M
Employees5
Clients--
DateMar 2009
Total AUM$49.3M
Discretionary$42.5M
Non-Disc.$6.8M
Employees5
Clients--