# Sagewater Wealth Management LLC

> Sagewater Wealth Management LLC is a state-registered investment advisory firm in Beverly Hills, CA, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 18, 2026.

- CRD: 332662
- Filed as: SAGEWATER WEALTH MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Beverly Hills, CA
- Filing period: October 2026
- Form ADV filing dated: May 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/332662
- AdvisorCensus page: https://advisorcensus.com/firm/sagewater-wealth-management-llc-beverly-hills-ca-332662

## Quick answers

**How is Sagewater Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Sagewater Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Sagewater Wealth Management LLC located?**
Sagewater Wealth Management LLC's principal office is in Beverly Hills, CA, according to its Form ADV.

**Is Sagewater Wealth Management LLC registered with the SEC or a state?**
Sagewater Wealth Management LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 332662.

**How much does Sagewater Wealth Management LLC manage?**
Sagewater Wealth Management LLC reports $14,300,000 in regulatory assets under management in its Form ADV filing dated May 18, 2026 (100% discretionary).

**How have Sagewater Wealth Management LLC's assets and staff changed since 2024?**
In the Form ADV data for Sagewater Wealth Management LLC: Regulatory assets under management: $2,000,000 in the October 2024 data and $14,300,000 in the October 2026 data, up 615%. Total employees: 2 in October 2024 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Sagewater Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (10).

**Does Sagewater Wealth Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/332662

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $14,300,000
- Discretionary: $14,300,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $200,000 |
| High net worth individuals | 10 | $14,100,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (1 year)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- sagewaterwealth.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $2,000,000 | 2 | August 23, 2024 |
| October 2026 | $14,300,000 | 2 | May 18, 2026 |

Regulatory assets under management: $2,000,000 in the October 2024 data and $14,300,000 in the October 2026 data, up 615%.
Total employees: 2 in October 2024 and 2 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sagewater Wealth Management LLC (CRD 332662): Form ADV filing data as of October 2026.