Sapient Road Wealth Management, LLC
Sapient Road Wealth Management, LLC (CRD# 168689) is a financial advisory firm headquartered in , . They manage $20,205,397 in 55 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management20MILLION
Total Number of Accounts55ACCOUNTS
Average Account Value$367,371
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
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. Brian Basinger has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.