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SAPIAT ASSET MANAGEMENT, LLC
CRD 282647
705 PROFESSIONAL PLAZA DRIVE, SUITE 2, GREENEVILLE, TN, 37745, United States
Phone
423-636-1800
Fax
423-636-1801
Registration
— (—)
Source
State registered
Total AUM
$44.9M
Discretionary AUM
$41.6M
Team
3 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-01-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingFINANCIAL CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 218 | $19.0M |
| High net worth individuals | 21 | $20.0M |
All web addresses on file
Official SEC filing: View on IAPD