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 independent registered investment adviser that began SEC registration in 2021 and is structured as a limited liability company owned by an individual. The firm focuses on individual and family clients and bills primarily as a percentage of assets under management while also offering hourly engagements. Its advisory services emphasize financial planning and discretionary portfolio management for individuals, small businesses, and other business or institutional clients. Surience is not identified as an active ESG investor and does not describe itself as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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%
Contacts
2 of 2
Bennett Wood
Associate PlannerCRD 8094407
Armand Doucette
Managing PartnerCRD 1915462
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 50Active vs passive
$144M in ETFs
97%
$140M
2%
$4.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 2000 ETF (IWM) | BlackRock | Passive | Small Blend | $11.6M | 38,557 | 8.03% |
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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