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Sagent Wealth Management Employee Directory

Investment ManagementCalifornia, United States2-10 Employees

Sagent Wealth Management is a financial services firm specializing in investment management and comprehensive financial planning, including estate planning, rollovers, IRAs, 401(k)s, and education savings accounts. Based in Laguna Beach, California, the firm emphasizes personalized client service, with a focus on attentive, detail-oriented guidance and sound financial judgment. Its offerings are designed to help clients evaluate investments, review estate plans, and project long-term financial outcomes through a complimentary financial checkup intended to be kept by the client without commitment. The company operates within the investment management industry, positioning itself as a resource for individuals seeking structured advice and planning across investment and tax-advantaged accounts. The organization presents itself around a trio of pillars—experience, wisdom, and sound judgment—and serves a local client base in the Southern California area.

Find Sagent Wealth Management employees' phone numbers or email addresses

Sagent Wealth Management Global Highlights

Location
Employees

North America
6

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  • United States Of America
    6

Sagent Wealth Management's Leadership

  • Stylized image of a person
    T. E.
    Marketing Associate
    Phone icon
    Mobile Phone

Sagent Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Business
  • Administrative
  • Analytics
  • Other
  • Arts & Design

Contact profiles from Sagent Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    T. E.
    Marketing Associate
    Phone icon
    Mobile Phone
    Aug 05, 2026

Frequently Asked Questions

What is Sagent Wealth Management known for?

Minus sign iconPlus sign iconSagent 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?

Minus sign iconPlus sign iconSagent 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?

Minus sign iconPlus sign iconSagent Wealth Management has approximately 4 employees as of July 2026. These team members are located across 1 continents, including North America.

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

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As of July 2026, Sagent Wealth Management's key employees include:

  • Marketing Associate: T. E.

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