SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC
Doing business as SAPIENT PRIVATE WEALTH MANAGEMENT, LLC. SEC Form ADV profile.
Total regulatory AUM
$1,745,762,088
Discretionary
$1,668,589,318
Non-discretionary
$77,172,770
Firm details
- CRD number
- 159419
- SEC file number
- 801-72857
- Main office
- EUGENE, OR, United States
- Employees
- 15
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.