Sagewater Wealth Management LLC
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About
Sagewater Wealth Management LLC provides discretionary investment management through separately managed accounts to individuals, high‑net‑worth clients, retirement accounts, trusts, and small businesses. As a small, recently formed adviser it manages roughly $14.3 million across about ten client relationships and typically implements a single, common investment strategy.
The firm follows a concentrated, value‑oriented approach, seeking to buy high‑quality businesses at a discount and hold them for the long term rather than attempting to time markets. Sagewater discloses use of options and other derivatives within its separately managed accounts for purposes such as risk management or income generation and identifies the attendant leverage and expiration risks in its brochure.
Distinctive features in its disclosures include offering performance‑based fee arrangements to qualified clients under regulatory safeguards such as high‑water marks and hurdle requirements, a characteristic uncommon among similarly sized supported firms. The firm also indicates a significant non‑U.S. client base and operates as a small, boutique adviser that centralizes a single strategy, which can lead to concentrated positions and discretionary trading decisions.
Client services
Expertise
Fee options
1% annually (prorated and deducted quarterly)
15% of annual returns exceeding hurdle rates (6% for Growth strategy, 3% for Income strategy), charged only to qualified clients with a high-water mark
Account minimum: $100,000 Fee-only: Advisory fees only; no commissions or other compensation accepted
Main office
See office11272 Montana Ave
Los Angeles CA 90049
Advisors at this office
1
Offices (2)
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Peng Z
Series 65
Los Angeles, CA
Sagewater Wealth Management LLC
Peng Zhang is a financial advisor with Sagewater Wealth Management LLC in Los Angeles, holding a Series 65 designation and one year of industry experience. Prior to joining Sagewater, he has been employed at Google Inc. since 2006. Sagewater Wealth Management LLC provides discretionary portfolio management through separately managed accounts to individuals, high-net-worth clients, retirement accounts, trusts, and small businesses. The firm employs a concentrated, value-oriented investment approach focused on long-term ownership and margin-of-safety discipline, offering performance-based fee arrangements and the use of options and derivatives for income or risk management.
Cheyun X
Series 65
Los Angeles, CA
Sagewater Wealth Management LLC
Cheyun Xia is a financial advisor at Sagewater Wealth Management LLC with a Series 65 designation and one year of industry experience. Prior to joining Sagewater, Xia worked at Google Inc for ten years. Sagewater Wealth Management LLC provides discretionary investment management primarily to individuals, high-net-worth clients, retirement accounts, trusts, and small businesses. The firm employs a concentrated, value-oriented investment strategy focused on purchasing high-quality businesses at a discount and holding them long term, and it utilizes options and derivatives for risk management and income generation.
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