Sagewater Wealth Management Llc
- Regulatory AUM
- $14.3M
- Discretionary
- $14.3M
- Clients
- 10
- Avg AUM / client
- $1.4M
- Accounts
- 13
- Employees
- 2
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | Fewer than 5 clients | $200K | 1.4% |
| High net worth individuals | 10 | $14.1M | 98.6% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Cheyun Xia | General Partner | Jul 2024 (2y) | 25% – 50% | |
| Peng Zhang | General Partner, Cco | Jul 2024 (2y) | 50% – 75% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/18/2026 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Interactive Brokers $2.3M (16% of AUM) May 2026
- Charles Schwab & Co. $363K (3% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 18, 2026.
View current Form ADV (SEC/IAPD) ↗