Sapient Private Wealth Management, LLC
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Learn more about Sapient Private Wealth Management, LLC
Overview
Sapient Private Wealth Management, LLC is a financial advisory firm based in Eugene, Oregon. The company controls $1.1 billion in assets throughout 565 accounts, placing it among the bigger investment advisory firms in the nation by assets under management (AUM). Sapient Private Wealth Management, LLC has a small group, including 11 financial advisors. Sapient Private Wealth Management, LLC is not a registered broker-dealer, signifying that it cannot buy and sell securities for its customers' and own accounts and instead has to go through a broker-dealer firm to do so. Securities are defined as exchangable financial investments such as stocks, options and bonds.
Sapient Private Wealth Management, LLC administers more than half of the firm's accounts on a discretionary basis. Discretionary management means that a portfolio manager makes transaction decisions without requiring the customer's authorization. The firm also administers 11 non-discretionary accounts totaling $55.8 million in assets under management. Sapient Private Wealth Management, LLC's typical account size is $1.9 million. An average financial advisor at Sapient Private Wealth Management, LLC administers around 51 client accounts, making it about average in terms of personalization.
The company's main office is located at 101 East Broadway Suite 480, Eugene, Oregon 97401. The firm is legally permitted to provide services to customers across a few states, including Arizona, California, Colorado, Louisiana, Oregon, Texas, Virginia and Washington.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Sapient Private Wealth Management, LLC by the Numbers
$1.1 billion
13
565
$1.9 million
Products and Services
Sapient Private Wealth Management, LLC offers a variety of services, which can include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. In the past fiscal year, it provided financial planning services to 251-500 of its accounts. The firm is involved in selling products or offering services apart from investment advisory services to its customers. It is also affiliated with one or more other companies in the financial services industry, including with a broker-dealer or securities dealer, insurance company or agency, pension consultant and commodity pool advisor.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors largely are based on the type of services provided. However, fees charged by Sapient Private Wealth Management, LLC can be comprised of some blend of the following fee types: asset-based or fixed. The company does not participate in a wrap fee program, in which the company offers a service bundle for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 32% of firms
Fixed
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm manages money for a broad range of investors. The firm works with retail investors, high net worth investors, pension plans, charitable organizations and corporations. Out of its 565 accounts, Sapient Private Wealth Management, LLC's largest client by number of accounts is retail investors, although it also manages money for 243 high-net-worth individuals. The SEC defines a high-net-worth individual as an investor who has at least $750,000 under management or a net worth of at least $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its accounts are non-U.S. persons.
- High-Net-Worth Individuals* - 43.09%
- Other Individuals - 51.6%
- Corporations - 2.3%
- Charitable Organizations - 3.01%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Sapient Private Wealth Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Sapient Private Wealth Management, LLC
Eugene, OR
Eugene, OR
Eugene, OR
Eugene, OR
Eugene, OR
Eugene, OR
Eugene, OR
Eugene, OR
Eugene, OR
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