Iris Datzman Aillaud
Investment adviser representative at Sagent Wealth Management
13 yearsExperience
2 statesRegistered in
$100.4MFirm assets
18 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Sagent Wealth ManagementJun 2026 to now
- Sagent Capital, LLCSep 2021 to now
- HomemakerMay 2017 to Sep 2021
- WhirlpoolJul 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2007
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Sagent Wealth Management
$100.4MAssets managed
82Clients
2Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5404244
- Firm CRD
- 147890