Sapient Road Wealth Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 168689
- Website
- www.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 independently owned registered investment adviser organized as an LLC and focused on individual and family clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and educational seminars and workshops. Its compensation model combines a percentage-of-assets-under-management fee with hourly billing for certain services. The firm indicates it is not an active ESG investor, does not operate as a capital allocator, and is not set up as a multi-state adviser or pension consultant.
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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