SAPIENT PRIVATE WEALTH MANAGEMENT, LLC

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

About SAPIENT PRIVATE WEALTH MANAGEMENT, LLC

SAPIENT PRIVATE WEALTH MANAGEMENT, LLC is a Eugene, Oregon based financial advisory firm with nearly $1,255,654,705 in assets under management and provides investment advisory services for 592 clients. There are currently 14 financial advisors at the firm.

General Information

Firm CRD#:

159419

Firm SEC#:

801-72857

Assets Under Management:

$1,255,654,705

No. of Clients:

592

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.)

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