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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 Oct 1, 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
- Website
- HTTPS://SAPIENTPWM.COM
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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 14 | 15 | increased by1 |
| Apr 1, 2026 | Clients | 628 | 661 | increased by33 |
| Apr 1, 2026 | AUM | $1,415,517,164 | $1,745,762,088 | increased by$330,244,924 |
| Apr 1, 2026 | Accounts | 629 | 662 | increased by33 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 15 | 14 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 527 | 628 | increased by101 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,194,673,031 | $1,415,517,164 | increased by$220,844,133 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 538 | 629 | increased by91 |
| Apr 1, 2022 | Employees | 14 | 15 | increased by1 |
| Apr 1, 2022 | Clients | 561 | 527 | decreased by34 |
| Apr 1, 2022 | AUM | $1,135,670,197 | $1,194,673,031 | increased by$59,002,834 |
| Apr 1, 2022 | Accounts | 566 | 538 | decreased by28 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SAPIENT PRIVATE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SAPIENT PRIVATE” may also match similarly-named firms). Confirm identity against each filing.
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.