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Building 2SAPIENT PRIVATE WEALTH MANAGEMENT, LLC

Map pinEUGENE, OR
Phone541-762-0300
NotebookSEC #801-72857
Total AUM
$1.7B
Employees
15
Clients
662

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

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

ReceiptFinancials

Total AUM
$1.7B
Accounts
662
Discretionary
$1.7B
Accounts
648
Non-Discretionary
$77.2M
Accounts
14

ContactClients

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Individual Clients
284
AUM
$109.8M
HNW Individual Clients
325
AUM
$1.5B
Pension/Profit Sharing Plan Clients
16
AUM
$103.7M
Charitable Organization Clients
23
AUM
$20.2M
Government Entity Clients
1
AUM
$9.6M
Corporation or Business Clients
13
AUM
$49.1M

Briefcase businessServices

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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
AZCACOFLLAORTXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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