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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 25, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BECKET, ANDREW, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | |
| BECKET, ANDREW, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHU, KITTY, KA-HEI | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DATZMAN, IRIS, JOANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| DATZMAN, IRIS, JOANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| DATZMAN, IRIS, JOANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| DATZMAN, IRIS, JOANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| DATZMAN, IRIS, JOANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| DATZMAN, IRIS, JOANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| DATZMAN, IRIS, JOANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| DATZMAN, IRIS, JOANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| EICHENAUER JR., MARSHALL, GLEN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| EICHENAUER JR., MARSHALL, GLEN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| EICHENAUER JR., MARSHALL, GLEN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| EICHENAUER JR., MARSHALL, GLEN | I | CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| EICHENAUER JR., MARSHALL, GLEN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| EICHENAUER JR., MARSHALL, GLEN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| EICHENAUER JR., MARSHALL, GLEN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| EICHENAUER JR., MARSHALL, GLEN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| EICHENAUER JR., MARSHALL, GLEN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| EICHENAUER JR., MARSHALL, GLEN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| EICHENAUER, MARSHALL, GLEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| EICHENAUER, MARSHALL, GLEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| EICHENAUER, MARSHALL, GLEN | I | PRESIDENT | NA | Control |
| EICHENAUER, MARSHALL, GLEN | I | PRESIDENT | NA | Control |
| EICHENAUER, MARSHALL, GLEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| EICHENAUER, MARSHALL, GLEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| EICHENAUER, MARSHALL, GLEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| EICHENAUER, MARSHALL, GLEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| EICHENAUER, MARSHALL, GLEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| EICHENAUER, MARSHALL, GLEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| EICHENAUER, MARSHALL, GLEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| EICHENAUER, MARSHALL, GLEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| EICHENAUER, MARSHALL, GLEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| EICHENAUER, MARSHALL, GLEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| EICHENAUER, MARSHALL, GLEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| EICHENAUER, MARSHALL, GLEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| EICHENAUER, MARSHALL, GLEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| EICHENAUER, MARSHALL, GLEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| EICHENAUER, MARSHALL, GLEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| EICHENAUER, MARSHALL, GLEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| EICHENAUER, MARSHALL, GLEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| EICHENAUER, MARSHALL, GLEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| EICHENAUER, MARSHALL, GLEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| EICHENAUER, MARSHALL, GLEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| EICHENAUER, MARSHALL, GLEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| EICHENAUER, MARSHALL, GLEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| EICHENAUER, MARSHALL, GLEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| EICHENAUER, MARSHALL, GLEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| SAGENT CAPITAL, LLC. | DE | OWNER | E | Control |
| SAGENT CAPITAL, LLC. | DE | OWNER | E | Control |
| SAGENT CAPITAL, LLC. | DE | OWNER | E | Control |
| SAGENT CAPITAL, LLC. | DE | OWNER | E | Control |
| SAGENT CAPITAL, LLC. | DE | OWNER | E | Control |
| SAGENT CAPITAL, LLC. | DE | OWNER | E | Control |
| SAGENT CAPITAL, LLC. | DE | OWNER | E | Control |
| SAGENT CAPITAL, LLC. | DE | OWNER | E | Control |
| SAGENT CAPITAL, LLC. | DE | OWNER | E | Control |
| SAGENT CAPITAL, LLC. | DE | OWNER | E | Control |
| SAGENT CAPITAL, LLC. | DE | OWNER | E | Control |
| SAGENT CAPITAL, LLC. | DE | PRESIDENT | E | Control |
| SAGENT CAPITAL, LLC. | DE | PRESIDENT | E | Control |
| SAGENT CAPITAL, LLC. | DE | PRESIDENT | E | Control |
| SAGENT CAPITAL, LLC. | DE | CONTROLLING ENTITY | E | Control |
| SAGENT CAPITAL, LLC. | DE | CONTROLLING ENTITY | E | Control |
| SAGENT CAPITAL, LLC. | DE | CONTROLLING ENTITY | E | Control |
| SAGENT CAPITAL, LLC. | DE | CONTROLLING ENTITY | E | Control |
| SAGENT CAPITAL, LLC. | DE | CONTROLLING ENTITY | E | Control |
| SAGENT CAPITAL, LLC. | DE | CONTROLLING ENTITY | E | Control |
| SAGENT CAPITAL, LLC. | DE | CONTROLLING ENTITY | E | Control |
| SAGENT CAPITAL, LLC. | DE | CONTROLLING ENTITY | E | Control |
| SAGENT CAPITAL, LLC. | DE | CONTROLLING ENTITY | E | Control |
| SAGENT CAPITAL, LLC. | DE | CONTROLLING ENTITY | E | Control |
| SAGENT CAPITAL, LLC. | DE | CONTROLLING ENTITY | E | Control |
| SAGENT CAPITAL, LLC. | DE | CONTROLLING ENTITY | E | Control |
| SAGENT CAPITAL, LLC. | DE | CONTROLLING ENTITY | E | Control |
| SAGENT CAPITAL, LLC. | DE | CONTROLLING ENTITY | E | Control |
| SAGENT CAPITAL, LLC. | DE | CONTROLLING ENTITY | E | Control |
| SAGENT CAPITAL, LLC. | DE | CONTROLLING ENTITY | E | Control |
| SAGENT CAPITAL, LLC. | DE | CONTROLLING ENTITY | E | Control |
| SAGENT CAPITAL, LLC. | DE | CONTROLLING ENTITY | E | Control |
| SAGENT CAPITAL, LLC. | DE | CONTROLLING ENTITY | E | Control |
| SAGENT CAPITAL, LLC. | DE | CONTROLLING ENTITY | E | Control |
| SAGENT CAPITAL, LLC. | DE | CONTROLLING ENTITY | E | Control |
| THE EICHENAUER FAMILY TRUST | DE | MEMBER / OWNER | E | Control |
| THE EICHENAUER FAMILY TRUST | DE | MEMBER / OWNER | E | Control |
| THE EICHENAUER FAMILY TRUST | DE | MEMBER / OWNER | E | Control |
| THE EICHENAUER FAMILY TRUST | DE | MEMBER / OWNER | E | Control |
| THE EICHENAUER FAMILY TRUST | DE | MEMBER / OWNER | E | Control |
| SAGENT PRIVATE INVESTMENT FUND I, LLC. | DE | OWNER | B | |
| SAGENT PRIVATE INVESTMENT FUND I, LLC. | DE | OWNER | B | |
| SAGENT PRIVATE INVESTMENT FUND I, LLC. | DE | OWNER | B | |
| SAGENT PRIVATE INVESTMENT FUND I, LLC. | DE | OWNER | B | |
| SAGENT PRIVATE INVESTMENT FUND I, LLC. | DE | OWNER | B | |
| SAGENT PRIVATE INVESTMENT FUND I, LLC. | DE | OWNER | B | |
| SAGENT PRIVATE INVESTMENT FUND I, LLC. | DE | OWNER | B | |
| SAGENT PRIVATE INVESTMENT FUND I, LLC. | DE | OWNER | B | |
| SAGENT PRIVATE INVESTMENT FUND I, LLC. | DE | OWNER | B | |
| SAGENT PRIVATE INVESTMENT FUND I, LLC. | DE | OWNER | B | |
| SAGENT PRIVATE INVESTMENT FUND I, LLC. | DE | OWNER | B | |
| SAGENT PRIVATE INVESTMENT FUND I, LLC. | DE | PRESIDENT | B | |
| SAGENT PRIVATE INVESTMENT FUND I, LLC. | DE | PRESIDENT | B | |
| SAGENT PRIVATE INVESTMENT FUND I, LLC. | DE | PRESIDENT | B |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| EICHENAUER JR., MARSHALL, G | I | THE EICHENAUER FAMILY TRUST | D | Control |
| EICHENAUER JR., MARSHALL, G | I | THE EICHENAUER FAMILY TRUST | D | Control |
| EICHENAUER JR., MARSHALL, G | I | THE EICHENAUER FAMILY TRUST | D | Control |
| EICHENAUER JR., MARSHALL, G | I | THE EICHENAUER FAMILY TRUST | D | Control |
| EICHENAUER JR., MARSHALL, G | I | THE EICHENAUER FAMILY TRUST | D | Control |
| EICHENAUER JR., MARSHALL, G | I | THE EICHENAUER FAMILY TRUST | D | Control |
| EICHENAUER JR., MARSHALL, G | I | THE EICHENAUER FAMILY TRUST | D | Control |
| EICHENAUER JR., MARSHALL, G | I | THE EICHENAUER FAMILY TRUST | D | Control |
| EICHENAUER JR., MARSHALL, G | I | THE EICHENAUER FAMILY TRUST | D | Control |
| EICHENAUER JR., MARSHALL, G | I | THE EICHENAUER FAMILY TRUST | D | Control |
| EICHENAUER JR., MARSHALL, G | I | THE EICHENAUER FAMILY TRUST | D | Control |
| EICHENAUER JR., MARSHALL, G | I | THE EICHENAUER FAMILY TRUST | D | Control |
| EICHENAUER JR., MARSHALL, G | I | THE EICHENAUER FAMILY TRUST | D | Control |
| EICHENAUER JR., MARSHALL, G | I | THE EICHENAUER FAMILY TRUST | D | Control |
| EICHENAUER JR., MARSHALL, G | I | THE EICHENAUER FAMILY TRUST | D | Control |
| EICHENAUER JR., MARSHALL, G | I | THE EICHENAUER FAMILY TRUST | D | Control |
| EICHENAUER JR., MARSHALL, G | I | THE EICHENAUER FAMILY TRUST | D | Control |
| EICHENAUER, MARSHALL, GLEN | I | SAGENT CAPITAL, LLC | D | Control |
| EICHENAUER, MARSHALL, GLEN | I | SAGENT CAPITAL, LLC | D | Control |
| EICHENAUER, MARSHALL, GLEN | I | SAGENT CAPITAL, LLC | D | Control |
| EICHENAUER, MARSHALL, GLEN | I | SAGENT CAPITAL, LLC | D | Control |
| EICHENAUER, MARSHALL, GLEN | I | SAGENT CAPITAL, LLC | D | Control |
| EICHENAUER, MARSHALL, GLEN | I | SAGENT CAPITAL, LLC | D | Control |
| EICHENAUER, MARSHALL, GLEN | I | SAGENT CAPITAL, LLC | D | Control |
| EICHENAUER, MARSHALL, GLEN | I | SAGENT CAPITAL, LLC | D | Control |
| EICHENAUER, MARSHALL, GLEN | I | SAGENT CAPITAL, LLC | D | Control |
| EICHENAUER, MARSHALL, GLEN | I | SAGENT CAPITAL, LLC | D | Control |
| EICHENAUER, MARSHALL, GLEN | I | SAGENT CAPITAL, LLC | D | Control |
| EICHENAUER, MARSHALL, GLEN | I | SAGENT CAPITAL, LLC | D | Control |
| EICHENAUER, MARSHALL, GLEN | I | SAGENT CAPITAL, LLC | D | Control |
| EICHENAUER, MARSHALL, GLEN | I | SAGENT CAPITAL, LLC | D | Control |
| EICHENAUER, MARSHALL, GLEN | I | SAGENT CAPITAL, LLC | D | Control |
| EICHENAUER, MARSHALL, GLEN | I | SAGENT CAPITAL, LLC | D | Control |
| EICHENAUER, MARSHALL, GLEN | I | SAGENT CAPITAL, LLC | D | Control |
| EICHENAUER, MARSHALL, GLEN | I | SAGENT CAPITAL, LLC | D | Control |
| EICHENAUER, MARSHALL, GLEN | I | SAGENT CAPITAL, LLC | D | Control |
| EICHENAUER, MARSHALL, GLEN | I | SAGENT CAPITAL, LLC | D | Control |
| EICHENAUER, TERI, ANN | I | THE EICHENAUER FAMILY TRUST | D | Control |
| EICHENAUER, TERI, ANN | I | THE EICHENAUER FAMILY TRUST | D | Control |
| EICHENAUER, TERI, ANN | I | THE EICHENAUER FAMILY TRUST | D | Control |
| EICHENAUER, TERI, ANN | I | THE EICHENAUER FAMILY TRUST | D | Control |
| EICHENAUER, TERI, ANN | I | THE EICHENAUER FAMILY TRUST | D | Control |
| EICHENAUER, TERI, ANN | I | THE EICHENAUER FAMILY TRUST | D | Control |
| EICHENAUER, TERI, ANN | I | THE EICHENAUER FAMILY TRUST | D | Control |
| EICHENAUER, TERI, ANN | I | THE EICHENAUER FAMILY TRUST | D | Control |
| EICHENAUER, TERI, ANN | I | THE EICHENAUER FAMILY TRUST | D | Control |
| EICHENAUER, TERI, ANN | I | THE EICHENAUER FAMILY TRUST | D | Control |
| EICHENAUER, TERI, ANN | I | THE EICHENAUER FAMILY TRUST | D | Control |
| EICHENAUER, TERI, ANN | I | THE EICHENAUER FAMILY TRUST | D | Control |
| EICHENAUER, TERI, ANN | I | THE EICHENAUER FAMILY TRUST | D | Control |
| EICHENAUER, TERI, ANN | I | THE EICHENAUER FAMILY TRUST | D | Control |
| EICHENAUER, TERI, ANN | I | THE EICHENAUER FAMILY TRUST | D | Control |
| EICHENAUER, TERI, ANN | I | THE EICHENAUER FAMILY TRUST | D | Control |
| EICHENAUER, TERI, ANN | I | THE EICHENAUER FAMILY TRUST | D | Control |
| EICHENAUER, TERI, ANN | I | SAGENT CAPITAL, LLC | D | Control |
| EICHENAUER, TERI, ANN | I | SAGENT CAPITAL, LLC | D | Control |
| EICHENAUER, TERI, ANN | I | SAGENT CAPITAL, LLC | D | Control |
| EICHENAUER, TERI, ANN | I | SAGENT CAPITAL, LLC | D | Control |
| EICHENAUER, TERI, ANN | I | SAGENT CAPITAL, LLC | D | Control |
| EICHENAUER, TERI, ANN | I | SAGENT CAPITAL, LLC | D | Control |
| EICHENAUER, TERI, ANN | I | SAGENT CAPITAL, LLC | D | Control |
| EICHENAUER, TERI, ANN | I | SAGENT CAPITAL, LLC | D | Control |
| EICHENAUER, TERI, ANN | I | SAGENT CAPITAL, LLC | D | Control |
| EICHENAUER, TERI, ANN | I | SAGENT CAPITAL, LLC | D | Control |
| EICHENAUER, TERI, ANN | I | SAGENT CAPITAL, LLC | D | Control |
| EICHENAUER, TERI, ANN | I | SAGENT CAPITAL, LLC | D | Control |
| EICHENAUER, TERI, ANN | I | SAGENT CAPITAL, LLC | D | Control |
| EICHENAUER, TERI, ANN | I | SAGENT CAPITAL, LLC | D | Control |
| EICHENAUER, TERI, ANN | I | SAGENT CAPITAL, LLC | D | Control |
| EICHENAUER, TERI, ANN | I | SAGENT CAPITAL, LLC | D | Control |
| EICHENAUER, TERI, ANN | I | SAGENT CAPITAL, LLC | D | Control |
| EICHENAUER, TERI, ANN | I | SAGENT CAPITAL, LLC | D | Control |
| EICHENAUER, TERI, ANN | I | SAGENT CAPITAL, LLC | D | Control |
| EICHENAUER, TERI, ANN | I | SAGENT CAPITAL, LLC | D | Control |
Registrations
Federal
IA
Mar 25, 2025 REGISTERED
Notice Filings (4)
AZ CA NY TX
Address
1489 GLENNEYRE STREETLAGUNA BEACH, CA 92651
United States
Phone: (949) 756-2226