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
By the Numbers
  • Total Assets Under Management
    34
    MILLION
  • Total Number of Accounts
    81
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Sapient Road Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Brian T. Basinger
CRD#: 4726499
San Diego, CA

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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