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Sagent Wealth ManagementFinancial advisor in Laguna Beach, CA

Sagent Wealth Management is a financial advisor at 1489 Glenneyre St, Laguna Beach, CA 92651. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

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Key facts

Key facts about Sagent Wealth Management
Address1489 Glenneyre St, Laguna Beach, CA 92651Get directions
Phone(833) 773-0041
Websitesagentwm.com
HoursMonday to Friday: 7 AM – 4 PM

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Wealth Managementbusiness name

Service area

Serves Laguna Beach and 11 towns within 25 miles: Aliso Viejo, Laguna Niguel, Laguna Woods, Dana Point, Laguna Hills, San Juan Capistrano, Mission Viejo, Ladera Ranch, Lake Forest, Irvine and Newport Beach.

Based in Laguna Beach, CAView on map

Opening hours

Opening hours for Sagent Wealth Management
DayHours
Monday7 AM – 4 PM
Tuesday7 AM – 4 PM
Wednesday7 AM – 4 PM
Thursday7 AM – 4 PM
Friday7 AM – 4 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Sagent Wealth Management

What are Sagent Wealth Management’s hours?

Sagent Wealth Management is open Monday to Friday. Its listed hours are Monday to Friday, 7 AM – 4 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Sagent Wealth Management serve?

Serves Laguna Beach and 11 towns within 25 miles: Aliso Viejo, Laguna Niguel, Laguna Woods, Dana Point, Laguna Hills, San Juan Capistrano, Mission Viejo, Ladera Ranch, Lake Forest, Irvine and Newport Beach. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

How do I contact Sagent Wealth Management?

Call Sagent Wealth Management on (833) 773-0041. The business is at 1489 Glenneyre St, Laguna Beach, CA 92651. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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