Insights

Market Position Sagent Wealth Management operates in the competitive investment management industry with a focus on personalized financial planning services, presenting opportunities to offer advanced financial tools or client engagement solutions tailored for boutique firms serving high-net-worth clients.

Technology Stack Utilizing platforms like WordPress and Google Tag Manager indicates openness to digital marketing and website optimization tools, suggesting potential for upselling marketing automation, client onboarding platforms, or cybersecurity services.

Growth Potential With a revenue range of 10 to 25 million dollars and a small team of 2-10 employees, there is scope for scaling support solutions such as CRM systems, financial planning software, or operational automation to facilitate expansion.

Complementary Services Offering services like estate planning, IRAs, and 401(k)s presents an opportunity to introduce specialized financial products, educational resources, or compliance solutions to enhance their service offerings.

Market Positioning Compared to large industry players with thousands of employees and billions in revenue, Sagent is positioned as a boutique firm, making targeted outreach for niche financial products, personalized consulting, or client relationship management tools highly relevant.

Sagent Wealth Management Tech Stack

Sagent Wealth Management uses 8 technology products and services including Site Kit, WordPress, jQuery, and more. Explore Sagent Wealth Management's tech stack below.

Site Kit

Analytics

WordPress

Content Management System

jQuery

Javascript Libraries

UPS

Logistics

PHP

Programming Languages

Google Tag Manager

Tag Management

OpenSSL

Web Server Extensions

Apache HTTP Server

Web Servers

Sagent Wealth Management Email Formats	Example	Percentage
First.Last@sagentwm.com	John.Doe@sagentwm.com	50%
First.Last@sagentwm.com	John.Doe@sagentwm.com	50%

Sagent Wealth Management Email Formats

Example

Percentage

First.Last@sagentwm.com

John.Doe@sagentwm.com

50%

First.Last@sagentwm.com

John.Doe@sagentwm.com

50%

Frequently Asked Questions

Where is Sagent Wealth Management's headquarters located?

Sagent Wealth Management's main headquarters is located at 1489 Glenneyre Laguna Beach, California 92651 United States. The company has employees across 1 continents, including North America.

What is Sagent Wealth Management's phone number?

You can contact Sagent Wealth Management's main corporate office by phone at

+1-949-756-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Sagent Wealth Management's official website and social media links?

Sagent Wealth Management's official website is sagentwm.com and has social profiles on LinkedIn.

What is Sagent Wealth Management's SIC code NAICS code?

Sagent Wealth Management's SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Sagent Wealth Management have currently?

As of January 2026, Sagent Wealth Management has approximately 3 employees across 1 continents, including North America. Key team members include Controller: I. A.Marketing Associate: T. E.: I. D.. Explore Sagent Wealth Management's employee directory with LeadIQ.

What industry does Sagent Wealth Management belong to?

Sagent Wealth Management operates in the Investment Management industry.

What technology does Sagent Wealth Management use?

Sagent Wealth Management's tech stack includes Site KitWordPressjQueryUPSPHPGoogle Tag ManagerOpenSSLApache HTTP Server.

What is Sagent Wealth Management's email format?

Sagent Wealth Management's email format typically follows the pattern of First.Last@sagentwm.com. Find more Sagent Wealth Management email formats with LeadIQ.

When was Sagent Wealth Management founded?

Sagent Wealth Management was founded in 2008.

Sagent Wealth Management

Q: What is Sagent Wealth Management's official website and social media links?

Sagent Wealth Management's official website is sagentwm.com. Sagent Wealth Management has social profiles on LinkedIn.

Q: How many employees does Sagent Wealth Management have currently?

Sagent Wealth Management has approximately 3 employees.

Q: What technology does Sagent Wealth Management use?

Sagent Wealth Management's tech stack includes Open Graph, Yoast SEO, JSON-LD, OpenSSL, MySQL.

Investment ManagementCalifornia, United States2-10 Employees

At Sagent Wealth Management we specialize in investment management, financial & estate planning, rollovers, IRAs, 401(k)s, and education savings accounts.

We offer a complimentary financial checkup to evaluate your investments, review your estate plan and provide you with long-term financial projections, without any commitment. It’s yours to keep.

We give professional advice with your best interests in mind and strive to provide personalized client service, attention to detail and sound financial advice.

Our pillars are Experience l Wisdom I Sound Judgment

Insights

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