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Surience Private Wealth LLC

● SEC registered since 2021CRD 313055SEC# 801-120656Yakima, WA
Export (members)
Reg. AUM
$125.3M
Employees
3
Accounts
334
Location
Yakima, WA

Surience Private Wealth LLC assets under management

Surience Private Wealth LLC is a registered investment adviser overseen by the SEC based in Yakima, WA. The firm has been registered since 2021. It reports $125.3 million in regulatory assets under management and employs 3 people.
www.surience.comView on SEC.gov ↗

Surience Private Wealth LLC owners & executives

1 reported
NameTitleOwnershipSince
Armand Alexander Doucette ControlChief Compliance Officer,president, Chief Investment OfficerOver 75%2021

Frequently asked questions

How much does Surience Private Wealth LLC manage?

Surience Private Wealth LLC reports $125.3 million in regulatory assets under management on its Form ADV.

How many employees does Surience Private Wealth LLC have?

Surience Private Wealth LLC reports 3 employees.

Where is Surience Private Wealth LLC located?

Surience Private Wealth LLC is based in Yakima, WA and has been SEC-registered since 2021.

Does Surience Private Wealth LLC disclose fund performance?

Surience Private Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address402 E Yakima Ave, Suite 120, Yakima, WA 98901
Phone(509) 853-1597
Fax(509)853-1596
Office hours8:00a.m. - 4:00p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$124.1M
Non-discretionary$1.2M
Total (RAUM)$125.3M