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SAPIENT PRIVATE WEALTH MANAGEMENT, LLC
SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC
CRD 159419 · SEC 801-72857
101 EAST BROADWAY SUITE 480, EUGENE, OR, 97401, United States
Phone
541-762-0300
Fax
541-342-8082
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.75B
Discretionary AUM
$1.67B
Team
15 total employees; 12 advisory reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 284 | $109.8M |
| High net worth individuals | 325 | $1.45B |
| Pension/profit sharing plans | 16 | $103.7M |
| Charitable organizations | 23 | $20.2M |
| Corporations/business entities | 13 | $49.1M |
States served
AZ, CA, CO, LA, OR, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD