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Peng Zhang

Sagewater Wealth Management LLC

Los Angeles, CA

CRD 7970770

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Employer firm

Sagewater Wealth Management LLC CRD 332662

$14.3M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Sagewater Wealth Management Llc

9461 Charleville Blvd #1048, Beverly Hills, CA 90212 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-08-26
  • CA RA
    APPROVED
    Since 2026-08-26

Branch Locations

Los Angeles, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Google Inc. Los Angeles CA 08/2006 Present
Sagewater Wealth Management Llc Los Angeles CA 07/2024 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-16
  • S65 Uniform Investment Adviser Law Examination
    2024-12-16
Other Names
  • Fred Zhang

View on SEC IAPD

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