SURIENCE PRIVATE WEALTH LLC
SEC Form ADV profile.
Total regulatory AUM
$124,013,591
Discretionary
$123,026,287
Non-discretionary
$987,304
Firm details
- CRD number
- 313055
- SEC file number
- 801-120656
- Main office
- YAKIMA, WA, United States
- Employees
- 3
- SEC status
- Approved
- Website
- http://www.surience.com
- Fee structure
-
Percentage of AUM Hourly
As of October 2026.