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Sagent Wealth Management

Sagent Wealth Management Email Formats

Investment ManagementFlag of USLaguna Beach, California, United States1-10 Employees

Sagent Wealth Management Email Formats

Sagent Wealth Management uses 2 email formats. The most common is {first name}.{last name} (e.g., john.doe@sagentwm.com), used 66.7% of the time.

FormatExamplePercentage
{first name}.{last name}
john.doe@sagentwm.com
66.7%
{first initial}.{last name}
j.doe@sagentwm.com
33.3%

Key Contact at Sagent Wealth Management

Flag of US

Marshall Eichenauer

Owner - Investment Advisor

Company overview

Headquarters1489 Glenneyre, Laguna Beach, California 92651, US
Phone number+18337730041
Website
NAICS5231
SIC874
Keywords
Investment Advice, 401K, IRA, Financial Planning, Estate Planning, Investment Management, Education Savings Plans, Complimentary Financial Check Ups, Account Rollovers
Founded2008
Employees1-10
Socials

About Sagent Wealth Management

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

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Sagent Wealth Management has never raised funding before.

Sagent Wealth Management Tech Stack

Discover the technologies and tools that power Sagent Wealth Management's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

reCAPTCHA

Security

Gravity Forms

Gravity Forms

Form builders

Amazon SES

Amazon SES

Email

Site Kit

Site Kit

Analytics

WP Rocket

WP Rocket

Caching

scrollreveal

scrollreveal

JavaScript libraries

jQuery Migrate

jQuery Migrate

JavaScript libraries

Apache HTTP Server

Apache HTTP Server

Web servers

jQuery

jQuery

JavaScript libraries

OpenSSL

OpenSSL

Web server extensions

Hammer.js

Hammer.js

JavaScript libraries

PHP

PHP

Programming languages

Frequently asked questions

Sagent Wealth Management is located in Laguna Beach, California, US.
You can reach Sagent Wealth Management at +18337730041.
Sagent Wealth Management was founded in 2008, making it 18 years old. The company has established itself as a significant player in its industry over this time.
Sagent Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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