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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Sapient Private Wealth Management Services LLC
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|---|---|
| CRD # | 159419 |
| SEC # | 801-72857 |
| CIK # | |
| AUM | $1.4 B (2025-03-27) |
| Employees | 14 (79% Investors, 0% Brokers) |
| Phone | 541-762-0300 |
| Address | 101 East Broadway Suite 480 Eugene, OR 97401 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 328 | 162.3 |
| (b) Individuals (high net worth individuals) | 265 | 1,158.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 32.5 |
| (h) Charitable organizations | 21 | 26.3 |
| (i) State or municipal government entities | 0 | 9.2 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 26.2 |
| (n) Other | 0 | 0.0 |
| Total | 629 | 1,415.5 |
| By Discretionary | ||
| Discretionary | 617 | 1,347.3 |
| Non-Discretionary | 12 | 68.2 |
| Total | 629 | 1,415.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,415.5 | |
| Total | 629 | 1,415.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Summit Financial Wealth Advisors LLC
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|
LA | 1.4 |
|
First Trust Direct Indexing LP
✚
|
MA | 1.4 |
|
Continuum Advisory LLC
✚
|
ID | 1.4 |
|
Trinitypoint Wealth LLC
✚
|
CT | 1.4 |
|
Gamma Investing LLC
✚
|
1.4 | |
|
GPS Wealth Strategies Group LLC
✚
|
CO | 1.4 |
|
GF International Investment Management Limited
✚
|
1.4 | |
|
Nevastar Finance Ltd
✚
|
1.4 | |
|
Stephens Group Asset Management LLC
✚
|
AR | 1.4 |
|
HHM Wealth Advisors LLC
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|
TN | 1.4 |