Surience Private Wealth LLC
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
FINTRXOverview
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.
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
- Exchange Traded Equities74%
- Cash & Cash Equivalents25%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 43Active vs passive
$119M in ETFs
97%
$115M
2%
$3.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $11.2M | 15,178 | 9.44% |
Location
Yakima, WA
Yakima
Location
Yakima, WA
Headquartered in Yakima, WA, in the West of the United States.
- Region
- West
- County
- Yakima
- Address
- 402 E Yakima Ave
- Time zone
- PT (UTC-8)
- Office locations
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