SAGEWATER WEALTH MANAGEMENT LLC

SAGEWATER WEALTH MANAGEMENT LLC of BEVERLY HILLS, CA is an SEC-registered investment adviser (CRD 332662). Regulatory assets under management: $14.3M.

Registration

• CRD: 332662
• SEC file number: 801-131150
• Type: Registered investment adviser
• Location: 9461 CHARLEVILLE BLVD #1048, BEVERLY HILLS, CA, 90212
• Phone: 3105742866
• Latest filing: 2026-05-18
• Regulatory AUM: $14.3M
• Discretionary AUM: $14.3M
• Clients: 2
• Accounts: 13

Business model

Compensation: % of AUM, Performance.

Clients served: High net worth.

Officers, owners & control persons (5)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 332662 on SEC IAPD (source of record)
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