RIA Intel›Advisers›Oregon›SAPIENT PRIVATE WEALTH MANAGEMENT, LLC

SAPIENT PRIVATE WEALTH MANAGEMENT, LLC

Advisory

N·EUGENE, OR

Data as of Nov 28, 2011 · Source: SEC Form ADV

Total AUM
$502M
1-Year AUM Growth
+100.8%
3-Year CAGR
0.0%
Employees
0
Assets Under Management
Total AUM$502M
Discretionary AUM$488M
Non-Discretionary AUM$14M
Discretionary %97.3%
Total Clients—
Team
Total Employees0
Investment Advisers0
Employee Growth (1Y)—
Filing History
Total Filings on Record9
First FilingSep 1, 2010
Latest FilingNov 28, 2011
🔒 Full AUM trend chart and 9 historical filings spanning 1+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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