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SURIENCE PRIVATE WEALTH LLC
CRD 313055File 801-120656
APPROVED
Retail clients
Custody
Filing as of May 4, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$124.0M
Bottom 25% of cohort (national)
Discretionary AUM
$123.0M
Non-discretionary $987K
Clients
148
318 accounts
Employees
3
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jun 1, 2026 | Employees | 363 | 3 | decreased by360 |
| Apr 1, 2026 | Employees | 3 | 363 | increased by360 |
| Apr 1, 2026 | Clients | 143 | 148 | increased by5 |
| Apr 1, 2026 | AUM | $125,311,904 | $124,013,591 | decreased by$1,298,313 |
| Apr 1, 2026 | Accounts | 334 | 318 | decreased by16 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 4 | 3 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 172 | 143 | decreased by29 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $135,347,927 | $125,311,904 | decreased by$10,036,023 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 397 | 334 | decreased by63 |
| Apr 1, 2022 | Clients | 169 | 172 | increased by3 |
| Apr 1, 2022 | AUM | $136,299,416 | $135,347,927 | decreased by$951,489 |
| Apr 1, 2022 | Accounts | 418 | 397 | decreased by21 |
| Aug 1, 2021 | Registration | APPROVED-120 | APPROVED | |
| Aug 1, 2021 | Employees | 3 | 4 | increased by1 |
| Aug 1, 2021 | Custody | No | Yes |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SURIENCE PRIVATE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SURIENCE 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.