SAGEWATER WEALTH MANAGEMENT LLC
CRD #332662 SEC #801-131150 BEVERLY HILLS, CA 310-574-2866
SEC Registered
Total AUM
$4.2M
Discretionary
$4.2M
Employees
2
Clients
0
Accounts
9
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $4.2M | $4.2M | $0 | 2 | 0 |
| Feb 2025 | $4.2M | $4.2M | $0 | 2 | 0 |
| Feb 2025 | $4.2M | $4.2M | $0 | 2 | 0 |
| Dec 2024 | $2.7M | $2.7M | $0 | 2 | 0 |
| Aug 2024 | $2M | $2M | $0 | 2 | 0 |
| Aug 2024 | $2M | $2M | $0 | 2 | 0 |
DateMar 2025
Total AUM$4.2M
Discretionary$4.2M
Non-Disc.$0
Employees2
Clients0
DateFeb 2025
Total AUM$4.2M
Discretionary$4.2M
Non-Disc.$0
Employees2
Clients0
DateFeb 2025
Total AUM$4.2M
Discretionary$4.2M
Non-Disc.$0
Employees2
Clients0
DateDec 2024
Total AUM$2.7M
Discretionary$2.7M
Non-Disc.$0
Employees2
Clients0
DateAug 2024
Total AUM$2M
Discretionary$2M
Non-Disc.$0
Employees2
Clients0
DateAug 2024
Total AUM$2M
Discretionary$2M
Non-Disc.$0
Employees2
Clients0