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SURIENCE PRIVATE WEALTH LLC
CRD 313055 · SEC 801-120656
402 E YAKIMA AVE, SUITE 120, YAKIMA, WA, 98901, United States
Phone
(509) 853-1597
Fax
(509)853-1596
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$124.0M
Discretionary AUM
$123.0M
Team
3 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-05-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 88 | $36.2M |
| High net worth individuals | 60 | $86.8M |
States served
CA, WA, TX
All web addresses on file
Official SEC filing: View on IAPD