1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2SAPIENT PRIVATE WEALTH MANAGEMENT, LLC

Map pinEUGENE, OR
Phone541-762-0300
NotebookSEC #801-71818
Total AUM
$501.9M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
101 E. BROADWAY, STE. 480
EUGENE
OR 97401
United States
Operating Hours
7:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
541-762-0300

ReceiptFinancials

Total AUM
$501.9M
Accounts
2,285
Discretionary
$488.2M
Accounts
2,256
Non-Discretionary
$13.7M
Accounts
29

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOMDNVORTXVAWA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account