Sapient Road Wealth Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 168689
- Website
- sapientroad.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI83.98%
- Individuals16.02%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Sapient Road Wealth Management, LLC is an independent, individual-owned registered investment adviser that serves high-net-worth individuals and families. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and educational seminars and workshops. Its compensation mixes a percentage-of-assets fee with hourly billing for select services. Sapient Road reports it is not a multi-state adviser, is not an ESG-focused investor, and does not act as a capital allocator.
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
- Public Funds/Mutual Funds55%
- US Government Bonds37%
- Exchange Traded Equities6%
- Cash & Cash Equivalents2%
Contacts
1 of 1Brian Basinger
President, Founder, & Financial PlannerCRD 4726499
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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