Sapient Road Wealth Management, LLC
Sapient Road Wealth Management, LLC (CRD# 168689) is a financial advisory firm headquartered in , . They manage $33,982,077 in 81 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Sapient Road Wealth Management, LLC
By the Numbers
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Total Assets Under Management34MILLION
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Total Number of Accounts81ACCOUNTS
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Average Account Value$419,532
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Sapient Road Wealth Management, LLC
1
Brian Basinger (CRD# 4726499) is an Investment Advisor Representative working at Sapient Road Wealth Management, LLC in San Diego, CA and has 1 year of experience in the finance industry.
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