SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC

SAPIENT PRIVATE WEALTH MANAGEMENT, LLC
EUGENE, Oregon·5 registered advisors·CRD# 159419
SEC# 801-728570541-762-0300
01

Firm Overview

AUM
$1.3B
Regulatory assets under management
Employees
14
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC

5 registered advisors
Alan Ray Rexius
EUGENE, Oregon
Dennis S Konrady
EUGENE, Oregon
Gregory Patrick Erwin
EUGENE, Oregon
Jacob Paul Eld
EUGENE, Oregon
Jonathan Dale Riddle
EUGENE, Oregon
05

Office Locations

EUGENE, Oregon
5 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC (CRD# 159419) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.