Sapient Private Wealth Management, LLC

Sapient Private Wealth Management, LLC (CRD# 159419) is a financial advisory firm headquartered in Eugene, OR. They manage $780,814,271 in 509 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    781
    MILLION
  • Total Number of Accounts
    509
    ACCOUNTS
  • Average Account Value
    $1,534,016
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, LA, OR, TX, WA

Financial Advisors at Sapient Private Wealth Management, LLC
Showing 1 - 10 of 13 top financial advisors.
1
Ross A. Anderle
CRD#: 2606372
101 East Broadway, Suite 480, Eugene, OR 97401
96
Wealthminder
score

Ross Anderle (CRD# 2606372) is an Investment Advisor Representative working at Sapient Private Wealth Management, LLC in Eugene, OR and has over 22 years of experience in the finance industry. Ross Anderle has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Casia L. Chappell
CRD#: 5873623
101 E. Broadway, Suite 480, Eugene, OR 97401
96
Wealthminder
score

Casia Chappell (CRD# 5873623) is an Investment Advisor Representative working at Sapient Private Wealth Management, LLC in Eugene, OR and has over 6 years of experience in the finance industry. Casia Chappell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Dina K. Ahten
CRD#: 4299722
101 East Broadway, Suite 480, Eugene, OR 97401
93
Wealthminder
score

Dina Ahten (CRD# 4299722) is an Investment Advisor Representative working at Sapient Private Wealth Management, LLC in Eugene, OR and has over 17 years of experience in the finance industry.

4
Gregory P. Erwin
CRD#: 1184802
101 East Broadway, Suite 480, Eugene, OR 97401
93
Wealthminder
score

Gregory Erwin (CRD# 1184802) is an Investment Advisor Representative working at Sapient Private Wealth Management, LLC in Eugene, OR and has over 34 years of experience in the finance industry.

5
John B. Flaxel
CRD#: 2412956
101 East Broadway, Suite 480, Eugene, OR 97401
93
Wealthminder
score

John Flaxel (CRD# 2412956) is an Investment Advisor Representative working at Sapient Private Wealth Management, LLC in Eugene, OR and has over 14 years of experience in the finance industry.

6
Nicolle L. Hedberg
CRD#: 3158198
101 E. Broadway, Suite 480, Eugene, OR 97401
93
Wealthminder
score

Nicolle Hedberg (CRD# 3158198) is an Investment Advisor Representative working at Sapient Private Wealth Management, LLC in Eugene, OR and has over 19 years of experience in the finance industry.

7
Tamara L. Humphries
CRD#: 2282995
101 East Broadway, Suite 480, Eugene, OR 97401
93
Wealthminder
score

Tamara Humphries (CRD# 2282995) is an Investment Advisor Representative working at Sapient Private Wealth Management, LLC in Eugene, OR and has over 24 years of experience in the finance industry.

8
Dennis S. Konrady
CRD#: 4295175
101 East Broadway, Suite 480, Eugene, OR 97401
93
Wealthminder
score

Dennis Konrady (CRD# 4295175) is an Investment Advisor Representative working at Sapient Private Wealth Management, LLC in Eugene, OR and has over 17 years of experience in the finance industry.

9
King B. Martin
CRD#: 321407
101 East Broadway, Suite 480, Eugene, OR 97401
93
Wealthminder
score

King Martin (CRD# 321407) is an Investment Advisor Representative working at Sapient Private Wealth Management, LLC in Eugene, OR and has over 33 years of experience in the finance industry.

10
Alan R. Rexius
CRD#: 2266079
101 East Broadway, Suite 480, Eugene, OR 97401
93
Wealthminder
score

Alan Rexius (CRD# 2266079) is an Investment Advisor Representative working at Sapient Private Wealth Management, LLC in Eugene, OR and has over 25 years of experience in the finance industry.

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