Sapient Private Wealth Management, LLC
Sapient Private Wealth Management, LLC (CRD# 159419) is a financial advisory firm headquartered in Eugene, OR. They manage $1,255,654,705 in 592 accounts and serve the financial needs of clients across 8 states (or territories).
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Total Assets Under Management1,256MILLION
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Total Number of Accounts592ACCOUNTS
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Average Account Value$2,121,038
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
- Other
AZ, CA, CO, LA, OR, TX, VA, WA
Dina Ahten (CRD# 4299722) is an Investment Advisor Representative working at Sapient Private Wealth Management, LLC in Eugene, OR and has over 23 years of experience in the finance industry.
Ross Anderle (CRD# 2606372) is an Investment Advisor Representative working at Sapient Private Wealth Management, LLC in Eugene, OR and has over 28 years of experience in the finance industry.
Gregory Erwin (CRD# 1184802) is an Investment Advisor Representative working at Sapient Private Wealth Management, LLC in Eugene, OR and has over 40 years of experience in the finance industry.
John Flaxel (CRD# 2412956) is an Investment Advisor Representative working at Sapient Private Wealth Management, LLC in Eugene, OR and has over 20 years of experience in the finance industry.
Dennis Konrady (CRD# 4295175) is an Investment Advisor Representative working at Sapient Private Wealth Management, LLC in Eugene, OR and has over 23 years of experience in the finance industry.
Mitchell Lewis (CRD# 6947815) is an Investment Advisor Representative working at Sapient Private Wealth Management, LLC in Eugene, OR and has over 5 years of experience in the finance industry.
Sandra Sperry (CRD# 4971249) is an Investment Advisor Representative working at Sapient Private Wealth Management, LLC in Eugene, OR and has over 18 years of experience in the finance industry.
Jacob Eld (CRD# 5231297) is an Investment Advisor Representative working at Sapient Private Wealth Management, LLC in Eugene, OR and has 1 year of experience in the finance industry.
Alex Erwin (CRD# 5559379) is an Investment Advisor Representative working at Sapient Private Wealth Management, LLC in Eugene, OR and has 1 year of experience in the finance industry.
Sean Ritchie (CRD# 7229467) is an Investment Advisor Representative working at Sapient Private Wealth Management, LLC in Eugene, OR and has over 4 years of experience in the finance industry.