SURIENCE PRIVATE WEALTH LLC
Firm details
- Headquarters
- YAKIMA, Washington
- CRD number
- 313055
- Registered since
- March 31, 2021
- Website
- www.surience.com
- Custodians
- WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI70%
- Individuals29.16%
- Charitable Organizations0.48%
- Corporations / Businesses0.35%
- Pension & Profit Sharing Plans0.01%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Surience Private Wealth LLC is an independent, SEC-registered advisory firm organized as an LLC and registered in 2021. The firm is individually owned and concentrates on serving individual and family clients. Its core services are financial planning and discretionary portfolio management for individuals, small businesses, and institutional/business clients. Pricing combines a percentage-of-AUM fee schedule with hourly billing. According to available records the firm does not identify as an active ESG investor and operates under a single-state registration profile.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities74%
- Cash & Cash Equivalents25%
Contacts
2 of 2Bennett Wood
Associate PlannerCRD 8094407
ARMAND DOUCETTE
Managing PartnerCRD 1915462
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 40Active vs passive
$96.4M in ETFs
96%
$92.6M
3%
$3.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US DIVIDEND EQUITY ETF (SCHD) | Schwab | Passive | Large Value | $10.2M | 332,330 | 10.58% |
Location
YAKIMA, WA
YAKIMA
Location
YAKIMA, WA
Headquartered in YAKIMA, WA, in the West of the United States.
- Region
- West
- County
- YAKIMA
- Address
- 402 E Yakima Ave
- Time zone
- PT (UTC-8)
- Office locations
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