Investment adviser · CRD 154393

SAPIENT PRIVATE WEALTH MANAGEMENT, LLC

Investment adviser filing (IA)

EUGENE, OR, United States · Form ADV filed Nov 28, 2011

Regulatory AUM
$502M
Form ADV · Item 5.F
Client accounts
2,285
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Nov 28, 2011. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Fixed

Principal office

101 E. BROADWAY, STE. 480
EUGENE, OR, 97401, United States

CRD 154393

Filing source

Form ADV 592612 · Nov 28, 2011 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.