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 $1,255,654,705 assets under management, offering retirement planning & investment advisory services to 592 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	159419
SEC#	801-72857
Assets Managed by Firm	$1,255,654,705
No. of Clients	592
No. of Advisors	14

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (CREDIT AND CASH MANAGEMENT SOLUTIONS.)

Firm Client Information

	No. of Clients	AUM
Firm Total	592	$1,255,654,705
Individuals (other than high net worth individuals)	298	$124,610,994
High net worth individuals	262	$1,054,472,779
Pension and profit sharing plans	6	$29,308,703
Charitable organizations	19	$20,561,169
Corporations or other businesses	6	$17,939,220

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JENSEN INVESTMENT MANAGEMENT INC. 5500 Meadows Road, Suite 200 Lake Oswego, OR, 97035-3623	$13,438,401,059	431	41
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. 888 Sw 5th Ave Ste 1200 Portland, OR, 97204	$8,394,137,837	4068	60
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