Los Angeles, CA Office

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.