Surience Private Wealth LLC

RIASEC Registered

Total AUM

$124M

Discretionary

$123M

99% of AUM

Avg account

$390K

Accounts

318

Employees

Advisory reps

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

FINTRX

Overview

Surience Private Wealth LLC is an independently owned registered investment adviser that provides wealth management and financial planning to individuals and families. The firm is SEC-registered (initial registration in 2021) and is structured as a limited liability company with an individual owner. Its stated advisory services include financial planning and discretionary portfolio management for individuals, small businesses, and business or institutional clients. Fees are charged on a percentage-of-assets basis and via hourly billing for certain engagements. The firm does not position itself as a capital allocator and does not identify as an active ESG investor.