DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

SAGENT WEALTH MANAGEMENT

CRD 147890

LAGUNA BEACH, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b3fba8b4-1ef5-43da-9946-c6a40310e2c8

Data as of Jul 7, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:05 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 0
On other graphs: 1
Observed: Apr 4, 2012 to Jul 7, 2026
33 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Sagent Wealth Management

Private equity manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $100MItem 5.F on the latest filing (2026-07-07); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $97.3M
Private client RAUM: $100MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $50.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 247
Individual clients: 40
High net worth clients: 42
SEC number: 801-69446
CRD: 147890
Filings on the tape: 33
First filed: Apr 4, 2012
Latest filed: Jul 7, 2026
Organised: Limited Liability Company, CA
Website: sagentwm.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MARSHALL GLEN EICHENAUER	n/a	LAGUNA BEACH, CA	9	33	2	no
IRIS DATZMAN AILLAUD	n/a	Reignier \| LAGUNA BEACH, CA	0	18	3	no

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
SAGENT PRIVATE INVESTMENT FUND I, LLC.	Private Equity Fund	$1.5M	Apr 11, 2016	39	Apr 4, 2012	dropped	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
EICHENAUER, MARSHALL, GLEN	CO-TRUSTEE, THE EICHENAUER FAMILY TRUST	D	yes	08/2008	Apr 4, 2012	Dec 20, 2024
EICHENAUER, MARSHALL, GLEN	PRESIDENT/CHIEF COMPLIANCE OFFICER	Na	yes	08/2008	Apr 4, 2012	Dec 20, 2024
EICHENAUER, TERI, ANN	CO-TRUSTEE, THE EICHENAUER FAMILY TRUST	D	yes	08/2008	Apr 4, 2012	Dec 20, 2024
SAGENT CAPITAL, LLC.	CONTROLLING ENTITY	E	yes	06/2010	Apr 4, 2012	Dec 20, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
SAGENT INSURANCE SERVICES	n/a	n/a	n/a	Y	yes	n/a
SAGENT REAL ESTATE SERVICES	n/a	n/a	n/a	Y	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 11, 2026	$100M	$97.3M	3	1	0	n/a	n/a
2024	Mar 25, 2025	$93.9M	$90.0M	3	1	0	n/a	n/a
2023	Mar 25, 2024	$90.1M	$86.1M	3	1	0	n/a	n/a
2022	Mar 29, 2023	$82.6M	$80.0M	3	1	0	n/a	n/a
2021	Mar 28, 2022	$90.4M	$87.9M	3	1	0	n/a	n/a
2020	Mar 25, 2021	$84.3M	$68.7M	2	1	0	n/a	n/a
2019	Mar 12, 2020	$85.1M	$73.8M	2	1	0	n/a	n/a
2018	Mar 21, 2019	$66.1M	$54.1M	2	1	1	n/a	n/a
2017	Mar 31, 2018	$71.6M	$18.1M	2	1	1	n/a	n/a
2016	Mar 30, 2017	$101M	$69.6M	2	1	n/a	n/a	n/a
2015	Jan 29, 2016	$93.8M	$61.5M	2	1	n/a	1	$1.5M
2014	Feb 20, 2015	$110M	$80.0M	3	1	n/a	1	$1.5M
2013	Mar 31, 2014	$78.1M	$73.3M	2	2	n/a	1	$1.5M
2012	Apr 3, 2013	$120M	$100M	6	6	n/a	1	$1.5M
2011	Apr 4, 2012	$129M	$100M	n/a	n/a	n/a	1	$1.5M

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$100M	$93.9M	7.0%	$82.6M	6.7%	3	3	0	0

Relationships

Registered with (5)

← IRIS DATZMAN AILLAUDAdvisorregistration: previous registration
Sep 2, 2008 to Sep 3, 2013factForm ADV
← MARSHALL GLEN EICHENAUERAdvisorregistration: previous registration
Sep 2, 2008 to Dec 31, 2015factForm ADV
← Andrew Thomas BecketAdvisorregistration: previous registration
Oct 2, 2012 to Jun 6, 2014factForm ADV
← JOHN ROBERT LABRIOLAAdvisorregistration: previous registration
Jan 15, 2010 to Sep 3, 2013factForm ADV
← TODD ERIC LUNSFORDAdvisorregistration: previous registration
Sep 2, 2008 to Apr 26, 2012factForm ADV

Controls (3)

← EICHENAUER, MARSHALL, GLENOwnerCO-TRUSTEE, THE EICHENAUER FAMILY TRUST, ownership code D, individual
Apr 4, 2012 to Dec 20, 2024factForm ADV
← EICHENAUER, TERI, ANNOwnerCO-TRUSTEE, THE EICHENAUER FAMILY TRUST, ownership code D, individual
Apr 4, 2012 to Dec 20, 2024factForm ADV
← SAGENT CAPITAL, LLC.OwnerCONTROLLING ENTITY, ownership code E, domestic entity
Apr 4, 2012 to Dec 20, 2024factForm ADV

Advises (1)

→ SAGENT PRIVATE INVESTMENT FUND I, LLC.Private fundPrivate Equity Fund, IA, no longer reported
Apr 4, 2012 to Apr 11, 2016factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b3fba8b4-1ef5-43da-9946-c6a40310e2c8
First observed: Apr 4, 2012
Last observed: Jul 7, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

SAGENT WEALTH MANAGEMENT

CRD 147890

LAGUNA BEACH, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b3fba8b4-1ef5-43da-9946-c6a40310e2c8

Data as of Jul 7, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:05 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MARSHALL GLEN EICHENAUER

n/a

LAGUNA BEACH, CA

IRIS DATZMAN AILLAUD

n/a

Reignier | LAGUNA BEACH, CA

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

SAGENT PRIVATE INVESTMENT FUND I, LLC.

Private Equity Fund

$1.5M

Apr 11, 2016

Apr 4, 2012

dropped

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

EICHENAUER, MARSHALL, GLEN

CO-TRUSTEE, THE EICHENAUER FAMILY TRUST

yes

08/2008

Apr 4, 2012

Dec 20, 2024

EICHENAUER, MARSHALL, GLEN

PRESIDENT/CHIEF COMPLIANCE OFFICER

yes

08/2008

Apr 4, 2012

Dec 20, 2024

EICHENAUER, TERI, ANN

CO-TRUSTEE, THE EICHENAUER FAMILY TRUST

yes

08/2008

Apr 4, 2012

Dec 20, 2024

SAGENT CAPITAL, LLC.

CONTROLLING ENTITY

yes

06/2010

Apr 4, 2012

Dec 20, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

SAGENT INSURANCE SERVICES

n/a

yes

n/a

SAGENT REAL ESTATE SERVICES

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 11, 2026

$100M

$97.3M

n/a

2024

Mar 25, 2025

$93.9M

$90.0M

n/a

2023

Mar 25, 2024

$90.1M

$86.1M

n/a

2022

Mar 29, 2023

$82.6M

$80.0M

n/a

2021

Mar 28, 2022

$90.4M

$87.9M

n/a

2020

Mar 25, 2021

$84.3M

$68.7M

n/a

2019

Mar 12, 2020

$85.1M

$73.8M

n/a

2018

Mar 21, 2019

$66.1M

$54.1M

n/a

2017

Mar 31, 2018

$71.6M

$18.1M

n/a

2016

Mar 30, 2017

$101M

$69.6M

n/a

2015

Jan 29, 2016

$93.8M

$61.5M

n/a

$1.5M

2014

Feb 20, 2015

$110M

$80.0M

n/a

$1.5M

2013

Mar 31, 2014

$78.1M

$73.3M

n/a

$1.5M

2012

Apr 3, 2013

$120M

$100M

n/a

$1.5M

2011

Apr 4, 2012

$129M

$100M

n/a

$1.5M

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$100M

$93.9M

7.0%

$82.6M

6.7%