Sapient Private Wealth Management, LLC
Eugene, OR·SEC-registered · CRD #159419
Sapient Private Wealth Management, LLC is an SEC-registered investment advisory firm in Eugene, OR managing $1.7B across 676 client accounts, with 12 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.7B
Client accounts
676
Advisory staff
12
Fee model
Fee-based
How Sapient Private Wealth Management, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Sapient Private Wealth Management, LLC
How much does Sapient Private Wealth Management, LLC manage?
Per its most recent SEC Form ADV filing (03/30/2026), Sapient Private Wealth Management, LLC reports $1.7B in regulatory assets under management across roughly 676 client accounts.
How does Sapient Private Wealth Management, LLC charge?
Sapient Private Wealth Management, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Sapient Private Wealth Management, LLC a fiduciary?
Yes. Sapient Private Wealth Management, LLC is registered with the U.S. Securities and Exchange Commission (CRD #159419), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Sapient Private Wealth Management, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Sapient Private Wealth Management, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Sapient Private Wealth Management, LLC's public SEC Form ADV filing (CRD #159419, filed 03/30/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Sapient Private Wealth Management, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Sapient Private Wealth Management, LLC? Claim this profile.