|
⚲
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| Sapient Private Wealth Management Services LLC
✚
| |
|---|---|
| CRD # | 159419 |
| SEC # | 801-72857 |
| CIK # | |
| AUM | $1.3 BB (2024-06-21) |
| Employees | 14 (79% Investors, 0% Brokers) |
| Phone | 541-762-0300 |
| Address | 101 East Broadway Suite 480 Eugene, OR 97401 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 298 | 124.6 |
| (b) Individuals (high net worth individuals) | 262 | 1,054.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 29.3 |
| (h) Charitable organizations | 19 | 20.6 |
| (i) State or municipal government entities | 0 | 8.8 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 17.9 |
| (n) Other | 0 | 0.0 |
| Total | 592 | 1,255.7 |
| By Discretionary | ||
| Discretionary | 582 | 1,201.3 |
| Non-Discretionary | 10 | 54.3 |
| Total | 592 | 1,255.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,255.7 | |
| Total | 592 | 1,255.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Amplius Wealth Advisors LLC
✚
|
PA | 1.3 |
|
Avenir Corporation
✚
|
VA | 1.3 |
|
PGIM DC Solutions LLC
✚
|
NJ | 1.3 |
|
Column Capital Advisors LLC
✚
|
IN | 1.3 |
|
KMG Fiduciary Partners LLC
✚
|
OH | 1.3 |
|
Brandywine Oak Private Wealth LLC
✚
|
PA | 1.3 |
|
Operose Advisors LLC
✚
|
WI | 1.3 |
|
Prudent Investor Advisors LLC
✚
|
CA | 1.2 |
|
KLCM Advisors Inc
✚
|
WI | 1.2 |
|
Traynor Capital Management Inc
✚
|
PA | 1.2 |