Focus Partners Wealth
42yrs
Top advisor by experience in Laguna Beach
19yrs
Based in Laguna Beach, California, Iris Aillaud is a fiduciary financial advisor with 19 years of industry experience. Iris joined Sagent Wealth Management in 2026, after less than a year at UBS Financial Services and less than a year at Morgan Stanley & Co.. Sagent Wealth Management offers financial planning and investment management and is paid through a percentage of assets, hourly fees, and flat fees.
One of 59 advisors with offices in Laguna Beach, and one of 49 fiduciaries.
At a glance
Experience19 years (since 2007)
How that compares ?More experience than 58% of advisors nationwide
Office1489 Glenneyre Street, Laguna Beach, CA 92651
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.22 million
Advisors at the firm2
States licensed ?1 state
Services through Sagent Wealth Management
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jun 2026 – nowSagent Wealth ManagementCurrent firm
- 2008 – 2013Sagent Wealth ManagementPreviously
- Apr 2008 – Sep 2008UBS Financial Services Inc.Previously
- Dec 2007 – Mar 2008Morgan Stanley & Co. LLCPreviously
Contact Iris
(949) 756-2226Sagent Wealth Management main office 1489 Glenneyre StreetLaguna Beach, CA 92651Office · Get directions Firm websitewww.sagentwm.com
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Questions to ask Iris
Tailored to Iris’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Iris
How do I contact Iris?
Call Sagent Wealth Management at (949) 756-2226 and ask for Iris Aillaud. Iris works from the Laguna Beach, CA office.
How long has Iris been a financial advisor?
Iris has been in the industry since 2007, about 19 years. More experience than 58% of advisors nationwide.
What licenses does Iris hold?
Series 65, Series 66. Tap any license on this page to see what it allows.
Is Iris a fiduciary?
Iris is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Iris paid?
Sagent Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Iris for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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