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SURIENCE PRIVATE WEALTH LLC
402 E Yakima Ave
Suite 120
Yakima, Washington 98901
Tel: (509) 853-1597
About SURIENCE PRIVATE WEALTH LLC
SURIENCE PRIVATE WEALTH LLC, formally registered with the SEC as SURIENCE PRIVATE WEALTH LLC. The firm was established in 03/31/2021. They have over 1 offices throughout the country.
SURIENCE PRIVATE WEALTH LLC is a Yakima, Washington based Financial Planning firm with nearly $125,311,904 assets under management, offering retirement planning & investment advisory services to 334 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 313055 |
| SEC# | 801-120656 |
| Assets Managed by Firm | $125,311,904 |
| No. of Clients | 334 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 334 | $125,311,904 |
| Individuals (other than high net worth individuals) | 70 | $17,005,155 |
| High net worth individuals | 73 | $107,041,038 |
| Pension and profit sharing plans | Fewer than 5 clients | $30,310 |
| Charitable organizations | Fewer than 5 clients | $826,315 |
| Corporations or other businesses | Fewer than 5 clients | $409,086 |
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