Sapient Road Wealth Management, LLC

Sapient Road Wealth Management, LLC (CRD# 168689) is a financial advisory firm headquartered in , . They manage $15,375,051 in 43 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    43
    ACCOUNTS
  • Average Account Value
    $357,559
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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
90
Wealthminder
score

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.

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