SAPIENT PRIVATE WEALTH MANAGEMENT, LLC

101 East Broadway Suite 480
Eugene, Oregon 97401
Tel: 541-762-0300

About SAPIENT PRIVATE WEALTH MANAGEMENT, LLC

SAPIENT PRIVATE WEALTH MANAGEMENT, LLC, formally registered with the SEC as SAPIENT PRIVATE WEALTH MANAGEMENT, LLC. The firm was established in 09/30/2011. They have over 1 offices throughout the country.

SAPIENT PRIVATE WEALTH MANAGEMENT, LLC is a Eugene, Oregon based Financial Planning firm with nearly $1,100,577,156 assets under management, offering retirement planning & investment advisory services to 565 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	159419
SEC#	801-72857
Assets Managed by Firm	$1,100,577,156
No. of Clients	565
No. of Advisors	13

Fee Structure

A Percentage of AUM
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Business
Selection of Other Advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	565	$1,100,577,156
Individuals (other than high net worth individuals)	291	$119,823,954
High net worth individuals	243	$912,338,862
Pension and profit sharing plans	7	$24,101,857
Charitable organizations	17	$20,353,174
Corporations or other businesses	6	$15,597,244

Inquire with SAPIENT PRIVATE WEALTH MANAGEMENT, LLC

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