Investment adviser · CRD 313055
SURIENCE PRIVATE WEALTH LLC
Investment adviser filing (IA)
YAKIMA, WA, United States · Form ADV filed May 4, 2026
- Regulatory AUM
- $124M Form ADV · Item 5.F
- Client accounts
- 318 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 60 | $86,804,979 | 70.0% |
| Individuals | 88 | $36,161,906 | 29.2% |
| Charities | Fewer than 5 | $590,193 | 0.5% |
| Corporations & businesses | Fewer than 5 | $439,361 | 0.4% |
| Retirement plans | Fewer than 5 | $17,152 | 0.0% |
Filing source
Form ADV 2102875 · May 4, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe 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: May 4, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Hourly
Principal office
402 E YAKIMA AVE, SUITE 120YAKIMA, WA, 98901, United States
CRD 313055
Filing source
Form ADV 2102875 · May 4, 2026 · 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.