|
⚲
|
| Keyboard |
| Surience Private Wealth LLC
✚
|
|
|---|---|
| CRD # | 313055 |
| SEC # | 801-120656 |
| CIK # | 0001900195 |
| AUM | 124.0 M (2026-05-04) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 509-853-1597 |
| Address | 402 E Yakima Ave Yakima, WA 98901 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 2.7 | ||
| Nvidia Corp | 2.4 | ||
| Tesla Motors Inc | 2.4 | ||
| VALE Sa | 2.3 | ||
| Amazon Com Inc | 2.2 | ||
| Robinhood Markets Inc | 1.5 | ||
| Sprott Physical Gold Trust | 1.3 | ||
| Grayscale Ethereum Trust ETH | 1.1 | ||
| Sprott Physical Silver Trust | 0.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 88 | 36.2 |
| (b) Individuals (high net worth individuals) | 60 | 86.8 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (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 | 0 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 318 | 124.0 |
| By Discretionary | ||
| Discretionary | 307 | 123.0 |
| Non-Discretionary | 11 | 1.0 |
| Total | 318 | 124.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.9 | |
| United States Persons | 123.1 | |
| Total | 318 | 124.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001900195] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Oakmont Wealth Advisory LLC
✚
|
MD | 124.2 M |
|
Merryfield Barnes LLC
✚
|
NY | 124.2 M |
|
JMH Wealth Management LLC
✚
|
NH | 124.1 M |
|
Brooklawn Capital Advisors LLC
✚
|
NY | 124.0 M |
|
Abridge Partners LLC
✚
|
124.0 M | |
|
Meridian Asset Management LLC
✚
|
124.0 M | |
|
Infinity 8 Investments LLC
✚
|
CA | 123.9 M |
|
Titan Investment Management LLC
✚
|
IN | 123.9 M |
|
Midwest Financial Associates Inc
✚
|
IL | 123.9 M |
|
Agilis Investment Management LLC
✚
|
CT | 123.8 M |