SURIENCE PRIVATE WEALTH LLC

CRD 313055File 801-120656

APPROVED

Retail clients

Custody

Filing as of May 4, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$124.0M

Bottom 25% of cohort (national)

Discretionary AUM

$123.0M

Non-discretionary $987K

Clients

148

318 accounts

Employees

Bottom 25% of cohort in WA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: SFRO
Registration date: Mar 31, 2021
Principal office: 402 E YAKIMA AVE, SUITE 120, YAKIMA, WA, 98901
Phone: (509) 853-1597
Website: http://www.surience.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $124.0M
Discretionary AUM: $123.0M
Non-discretionary AUM: $987K
Discretionary accounts: 307
Non-discretionary accounts: 11
Total accounts: 318
AUM per client: $838K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$439K
Charitable organizations	Fewer than 5	$590K
High net worth individuals	60	$86.8M
Pension and profit sharing plans	Fewer than 5	$17K
Individuals (other than high net worth individuals)	88	$36.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
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 11

This 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.