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Cheyun Xia

Sagewater Wealth Management LLC

Los Angeles, CA

CRD 7972956

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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 2025-03-10
  • CA RA
    APPROVED
    Since 2025-03-10

Branch Locations

11272 Montana Ave, Los Angeles, CA 90049 • 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 Venice CA 06/2016 Present
Sagewater Wealth Management Llc Los Angeles CA 07/2024 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-09
  • S65 Uniform Investment Adviser Law Examination
    2025-01-09
Other Names
  • Ivan Xia

View on SEC IAPD

Nearby Firms

POST ADVISORY GROUP, LLC
WESTMOUNT PARTNERS, LLC
GIDEON CAPITAL, LLC

Nearby Investors

TERRENCE MICHAEL DEMOREST
DIMITRI JIMMY KRIKELAS
CHRISTOPHER MILES WERNER

Nearby Offices

POST ADVISORY GROUP, LLC · LOS ANGELES, CA
WESTMOUNT PARTNERS, LLC · LOS ANGELES, CA
GIDEON CAPITAL, LLC · LOS ANGELES, CA

More in Los Angeles, CA

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