Wealth Manager
    SEC Registered
    Manages Private Funds

    Sapient Private Wealth Management, LLC

    Registered investment advisor · Eugene, Oregon · CRD #159419

    Assets Under Management
    $1.7B
    Client Accounts
    662
    Employees
    15
    CRD Number
    159419
    Registration
    SEC Registered
    Custodian
    Fidelity Brokerage Services Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Sapient Private Wealth Management, LLC

    Sapient Private Wealth Management is a boutique investment advisory firm based in Eugene, Oregon, offering personalized wealth management services. It operates independently and focuses on high net worth individuals. The firm is not affiliated with Sapient Capital.

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Yes

    Contacts, 13F holdings & brochure intel for Sapient Private Wealth Management, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Sapient Private Wealth Management, LLC's AUM?

    Sapient Private Wealth Management, LLC reports approximately $1.7B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Sapient Private Wealth Management, LLC headquartered?

    Sapient Private Wealth Management, LLC is headquartered in Eugene, Oregon.

    What is Sapient Private Wealth Management, LLC's CRD number?

    Sapient Private Wealth Management, LLC's CRD number is 159419. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Sapient Private Wealth Management, LLC manage?

    Sapient Private Wealth Management, LLC manages approximately 662 client accounts according to its latest SEC filing.

    Is Sapient Private Wealth Management, LLC SEC registered?

    Yes, Sapient Private Wealth Management, LLC is registered with the SEC as an investment adviser with an approved registration status.

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