Sagent Wealth Management

CRD 147890 · Laguna Beach, CA · $100.4M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 147890
SEC number: 801-69446
Firm type: RIA
Assets under management: $100.4M as of Mar 11, 2026
Website: www.sagentwm.com ↗
Phone: (949) 756-2226
Address: 1489 Glenneyre Street, Laguna Beach, CA, 92651

Advisors at this firm

2 in our index · page 1 of 1

Iris Datzman AillaudCRD 5404244 · Reignier

IA Registered
Marshall Glen EichenauerCRD 2333062 · Laguna Beach, CA

IA Registered

Disclosure event(s) on record

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 147890 ↗ FINRA BrokerCheck record for firm CRD 147890 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.