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
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Sagent Wealth Management Questions
The Sagent Wealth Management annual revenue was $1 million in 2026.
Marshall Eichenauer Jr. is the Owner - Investment Advisor of Sagent Wealth Management.
4 people are employed at Sagent Wealth Management.
Sagent Wealth Management is based in Laguna Beach, California.
The NAICS codes for Sagent Wealth Management are [5611, 561110, 561, 56, 56111].
The SIC codes for Sagent Wealth Management are [87, 874].
Top Sagent Wealth Management Employees
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Marshall Eichenauer Jr.
Owner - Investment Advisor at Sagent Wealth Management
Laguna Beach, CA, US23 -
Iris Aillaud
Controller at Sagent Wealth Management
United States22 -
John McPhail
Investment Advisor at Sagent Wealth Management
Los Angeles, CA, US11
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