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Building 2SAGEWATER WEALTH MANAGEMENT LLC

Map pinBEVERLY HILLS, CA
Phone310-574-2866
NotebookSEC #801-131150
Total AUM
$4.2M
Employees
2
Clients
9

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9461 CHARLEVILLE BLVD #1048,
BEVERLY HILLS
CA 90212
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
310-574-2866
Other Offices
1

ReceiptFinancials

Total AUM
$4.2M
Accounts
9
Discretionary
$4.2M
Accounts
9
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$84.6K
HNW Individual Clients
8
AUM
$4.1M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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