Sapient Private Wealth Management, LLC

Sapient Private Wealth Management, LLC (CRD# 159419) is a financial advisory firm headquartered in Eugene, OR. They manage $1,255,654,705 in 592 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
101 East Broadway Suite 480, Eugene, OR 97401
https://www.linkedin.com/company/sapient-private-wealth-management/
By the Numbers
  • Total Assets Under Management
    1,256
    MILLION
  • Total Number of Accounts
    592
    ACCOUNTS
  • Average Account Value
    $2,121,038
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, LA, OR, TX, VA, WA

Financial Advisors at Sapient Private Wealth Management, LLC
Showing 11 - 12 of 12 top financial advisors.
11
Sean Ritchie, financial advisor Eugene OR
Sean C. Ritchie
CRD#: 7229467
101 East Broadway Suite 480, Eugene, OR 97401

Sean Ritchie (CRD# 7229467) is an Investment Advisor Representative working at Sapient Private Wealth Management, LLC in Eugene, OR and has over 4 years of experience in the finance industry.

12
Sarah Skortman, financial advisor Eugene OR
Sarah J. Skortman
CRD#: 7598696
101 East Broadway Suite 480, Eugene, OR 97401

Sarah Skortman (CRD# 7598696) is an Investment Advisor Representative working at Sapient Private Wealth Management, LLC in Eugene, OR and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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