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IA

Iris D. Aillaud

SAGENT WEALTH MANAGEMENT
Reignier,
CRD#: 5404244
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IA
Iris Datzman AillaudSAGENT WEALTH MANAGEMENT

Professional summary

Iris Datzman Aillaud, who also goes by Iris Joanne Datzman, Iris Joanne Daztman, is a registered financial advisor currently at SAGENT WEALTH MANAGEMENT .

Iris is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Iris has worked at 3 firms and has passed the Series 65, Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Iris Joanne Datzman | Iris Joanne Daztman

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Iris Datzman Aillaud's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

June 18, 2026 - Present

SAGENT WEALTH MANAGEMENT

RIA
CRD#: 147890
Reignier,
Past

September 2, 2008 - September 3, 2013

SAGENT WEALTH MANAGEMENT

RIA
CRD#: 147890
NEWPORT BEACH, CA
Past

April 3, 2008 - September 16, 2008

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
NEWPORT BEACH, CA
Past

April 3, 2008 - September 16, 2008

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
NEWPORT BEACH, CA
Past

December 18, 2007 - March 20, 2008

MORGAN STANLEY & CO. LLC

RIA
CRD#: 8209
BOSTON, MA
Past

November 6, 2007 - March 20, 2008

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
BOSTON, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SW
SAGENT WEALTH MANAGEMENT
HOLLYWOOD WEALTH ADVISORS, LLC | SAGENT WEALTH MANAGEMENT | SAGENT CAPITAL, LLC

CRD#: 147890 / SEC#: 801-69446

RIA
Registered Investment Advisory firm - (8/5/2008 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(6/18/2026)
IAR
Texas
(6/18/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/17/2026
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 12/17/2007
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 11/5/2007
General Securities Representative Examination

Current Firm

SW
SAGENT WEALTH MANAGEMENT
HOLLYWOOD WEALTH ADVISORS, LLC | SAGENT WEALTH MANAGEMENT | SAGENT CAPITAL, LLC

CRD#: 147890 / SEC#: 801-69446

RIA
Registered Investment Advisory firm - (8/5/2008 Approved)
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Contact information

Main Address
1489 Glenneyre Street, Laguna Beach, CA 92651
Mailing Address
Phone number
(949) 756-2226
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

2024-03-22 ADV PART 2A - FIRM BROCHURE-FINAL (3/25/2025)
2024-03-22 ADV PART 2B BROCHURE SUPPLEMENT-EICHENAUER-FINAL (3/25/2025)

Regulatory assets under management

Total Number of Accounts224
AUM (Assets Under Management)$ 93,860,608

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

SAGENT WEALTH MANAGEMENT

CRD#: 147890Reignier

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