# SAGENT WEALTH MANAGEMENT

SAGENT WEALTH MANAGEMENT of LAGUNA BEACH, CA is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 147890
- Type: SEC-registered investment adviser
- SEC file number: 801-69446
- Location: 1489 GLENNEYRE STREET, LAGUNA BEACH, CA, 92651
- Phone: (949) 756-2226
- Latest filing: 2026-07-07
- Regulatory AUM: $100.4M
- Discretionary AUM: $97.3M
- Non-discretionary AUM: $3.1M
- Clients: 3
- Accounts: 247

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Brown T Michael | CHIEF COMPLIANCE OFFICER | Calgary, A0 |
| Marshall Glen Eichenauer | PRESIDENT/CHIEF COMPLIANCE OFFICER; TRUSTEE, THE MARSHALL EICHENAUER JR. SEPARATE PROPERTY TRUST | Newport Beach, CA |
| EICHENAUER TERI ANN | CO-TRUSTEE; CO-TRUSTEE, THE EICHENAUER FAMILY TRUST; MEMBER/CHIEF COMPLIANCE OFFICER | — |
| EICHENAUER JR MARSHALL G | CHIEF COMPLIANCE OFFICER; CO-TRUSTEE | — |
| EICHENAUER JR MARSHALL GLEN | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER; CO-TRUSTEE, THE EICHENAUER FAMILY TRUST (+2 more) | — |
| DATZMAN IRIS JOANNE | CHIEF COMPLIANCE OFFICER | — |
| CHU KITTY KA-HEI | CHIEF COMPLIANCE OFFICER | — |
| BECKET ANDREW THOMAS | CHIEF COMPLIANCE OFFICER | — |


## Disclosures (4)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2017-09-22 | regulatory | FAILURE TO DISCLOSE CONFLICT OF INTEREST | Final | $165K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/147890/brochure
- Similar advisers: https://search.stillhousedata.com/firm/147890/similar
- Related entities: https://search.stillhousedata.com/firm/147890/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/147890

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.