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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Surience Private Wealth LLC
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| CRD # | 313055 |
| SEC # | 801-120656 |
| CIK # | 0001900195 |
| AUM | $125.3 M (2025-06-03) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 509-853-1597 |
| Address | 402 E Yakima Ave Yakima, WA 98901 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001900195 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Fortinet Inc | 4.2 | ||
| Nvidia Corp | 4.2 | ||
| General Electric Co | 4.1 | ||
| Robinhood Markets Inc | 4.0 | ||
| VISA Inc | 4.0 | ||
| Zscaler Inc | 3.4 | ||
| Tesla Motors Inc | 3.0 | ||
| Palantir Technologies Inc | 2.5 | ||
| Super Micro Computer Inc | 2.5 | ||
| Philip Morris International Inc | 2.2 | ||
| ARK 21Shares Bitcoin ETF | 1.4 | ||
| Costco Wholesale Corp /NEW | 1.2 | ||
| Coinbase Global Inc | 1.1 | ||
| Netflix Inc | 0.9 | ||
| Microsoft Corp | 0.5 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 70 | 17.0 |
| (b) Individuals (high net worth individuals) | 73 | 107.0 |
| (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 | 0.8 |
| (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 | 334 | 125.3 |
| By Discretionary | ||
| Discretionary | 315 | 124.1 |
| Non-Discretionary | 19 | 1.2 |
| Total | 334 | 125.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.8 | |
| United States Persons | 123.6 | |
| Total | 334 | 125.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001900195] |
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