Sagent Wealth Management Employee Directory

Q: What is Sagent Wealth Management known for?

Sagent Wealth Management was founded in 2008. Sagent Wealth Management operates in the Investment Management industry.

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

Sagent Wealth Management has approximately 3 employees.

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

Find Sagent Wealth Management employees' phone numbers or email addresses

Sagent Wealth Management Global Highlights

North America
5

United States Of America
5

Sagent Wealth Management's Leadership

I. A.
Controller
Mobile Phone
Email
T. E.
Marketing Associate
Mobile Phone
Email
I. D.
Mobile Phone
Email

Contact profiles from Sagent Wealth Management

Name

Title

Contact Info

Location

Last Update

I. A.
Controller
Mobile Phone
Email
United States
Nov 14, 2025
T. E.
Marketing Associate
Mobile Phone
Email
Nov 16, 2025
I. D.
Mobile Phone
Email
UNITED STATES
Mar 07, 2023

Frequently Asked Questions

What is Sagent Wealth Management known for?

Sagent Wealth Management was founded in 2008 operates in the Investment Management industry; you can contact the main corporate office by phone at

+1-949-756-****

. Explore Sagent Wealth Management's company overview page for more information.

What is Sagent Wealth Management's most common email format?

Sagent Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Sagent Wealth Management email formats with LeadIQ.

How many employees does Sagent Wealth Management have currently?

Sagent Wealth Management has approximately 3 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Sagent Wealth Management's key employees and leadership?

As of December 2025, Sagent Wealth Management's key employees include:

Controller: I. A.
Marketing Associate: T. E.
: I. D.

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