Sapient Private Wealth Management, LLC

Sapient Private Wealth Management, LLC (CRD# 159419) is a financial advisory firm headquartered in Eugene, OR. They manage $1,100,577,156 in 565 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,101
    MILLION
  • Total Number of Accounts
    565
    ACCOUNTS
  • Average Account Value
    $1,947,924
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)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, LA, OR, TX, VA, WA

Financial Advisors at Sapient Private Wealth Management, LLC
Showing 1 - 10 of 11 top financial advisors.
1
Dina K. Ahten
CRD#: 4299722
101 East Broadway, Suite 480, Eugene, OR 97401

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.

2
Ross A. Anderle
CRD#: 2606372
101 East Broadway, Suite 480, Eugene, OR 97401

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.

3
Gregory P. Erwin
CRD#: 1184802
101 East Broadway, Suite 480, Eugene, OR 97401

Gregory Erwin (CRD# 1184802) is an Investment Advisor Representative working at Sapient Private Wealth Management, LLC in Eugene, OR and has over 39 years of experience in the finance industry.

4
John B. Flaxel
CRD#: 2412956
101 East Broadway, Suite 480, Eugene, OR 97401

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.

5
Dennis S. Konrady
CRD#: 4295175
101 East Broadway, Suite 480, Eugene, OR 97401

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.

6
Mitchell W. Lewis
CRD#: 6947815
101 East Broadway Suite 480, Eugene, OR 97401

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.

7
Sandra J. Sperry
CRD#: 4971249
101 East Broadway, Suite 480, Eugene, OR 97401

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.

8
Jacob P. Eld
CRD#: 5231297
101 East Broadway Suite 480, Eugene, OR 97401

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.

9
Alex G. Erwin
CRD#: 5559379
101 East Broadway Suite 480, Eugene, OR 97401

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.

10
Sean C. Ritchie
CRD#: 7229467
101 East Broadway Suite 480, Eugene, OR 97401

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.

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