RIA Intel›Advisers›California›SAPIENT ROAD WEALTH MANAGEMENT, LLC

SAPIENT ROAD WEALTH MANAGEMENT, LLC

Advisory

CA

Data as of Jan 28, 2026 · Source: SEC Form ADV

Rank in CA
#3,691
of 5,480 advisers by AUM
Average account
$442K
across 90 accounts
AUM per adviser
$40M
1 adviser

Source: SEC Form ADV. Figures as filed Jan 28, 2026.

Total AUM
$40M
Discretionary %
100%
Clients
29
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$40M
Discretionary AUM$40M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients29
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

SVL HOLDING CORPORATION
PLACENTIA, CA
$40M
-9.7% 1Y
NEWLEAF WEALTH MANAGEMENT, LLC
$40M
PIXEL FINANCIAL PLANNING, LLC
$40M
GOLD COAST SECURITIES, INC.
THOUSAND OAKS, CA
$40M
0.0% 1Y
DEERINGER WEALTH MANAGEMENT, LLC
SACRAMENTO, CA
$40M
ARIMATHEA
FORT BRAGG, CA
$40M

Get the full picture on SAPIENT ROAD WEALTH MANAGEMENT, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track SAPIENT ROAD WEALTH MANAGEMENT, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans