RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 7, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
ZHANG, PENGIGENERAL PARTNER, CCOD Control
ZHANG, PENGIGENERAL PARTNER, CCOD Control
ZHANG, PENGIGENERAL PARTNER, CCOD Control
ZHANG, PENGIGENERAL PARTNER, CCOD Control
Zhang, FredICCOD Control
Zhang, FredICCOD Control
Xia, CheyunIGENERAL PARTNERC Control
Xia, CheyunIGENERAL PARTNERC Control
Xia, CheyunIGENERAL PARTNERC Control
Xia, CheyunIGENERAL PARTNERC Control
Xia, CheyunIGENERAL PARTNERC Control
Xia, CheyunIGENERAL PARTNERC Control

Registrations

Federal

IA
Mar 7, 2025 REGISTERED

Notice Filings (1)

CA

Address

9461 CHARLEVILLE BLVD #1048,
BEVERLY HILLS, CA 90212
United States
Phone: 310-574-2866