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SAPIENT PRIVATE WEALTH MANAGEMENT, LLC
Legal name: SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC
CRD 159419File 801-72857
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.75B
Top 25% of cohort (national)
Discretionary AUM
$1.67B
Non-discretionary $77.2M
Clients
661
662 accounts
Employees
15
Top 25% of cohort in OR
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Sep 30, 2011
- Principal office
- 101 EAST BROADWAY SUITE 480, EUGENE, OR, 97401
- Phone
- 541-762-0300
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.75B
- Discretionary AUM
- $1.67B
- Non-discretionary AUM
- $77.2M
- Discretionary accounts
- 648
- Non-discretionary accounts
- 14
- Total accounts
- 662
- AUM per client
- $2.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 13 | $49.1M |
| Charitable organizations | 23 | $20.2M |
| High net worth individuals | 325 | $1.45B |
| Pension and profit sharing plans | 16 | $103.7M |
| State or municipal government entities | Fewer than 5 | $9.6M |
| Individuals (other than high net worth individuals) | 284 | $109.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.