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 11 - 11 of 11 top financial advisors.
11
Sarah J. Skortman
CRD#: 7598696
101 East Broadway Suite 480, Eugene, OR 97401

Sarah Skortman (CRD# 7598696) 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.

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