Allocator Index · CRD 159419
SAPIENT PRIVATE WEALTH MANAGEMENT, LLC
Eugene, OR · 541-762-0300 · linkedin.com/company/sapient-private-wealth-management/
Fit score
58
- aum $250M-$3.0B+22
- hnw>=200+20
- hnw_majority+8
- employees 3-60+8
HNW clients
325
Other individuals
284
HNW assets
$1.45B
Total AUM
$1.75B
Employees
15
Private funds advised
Schedule D 7.B.(1). Real-estate funds first.
None reported.