RIA Intelligence

SAPIENT PRIVATE WEALTH MANAGEMENT, LLC

CRD #154393 SEC #801-71818 EUGENE, OR 541-762-0300
SEC Registered
Total AUM
$501.9M
Discretionary
$488.2M
Employees
1
Clients
0
Accounts
2,285

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Nov 28, 2011
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BURNS, PATRICK, JOSEPHIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
BURNS, PATRICK, JOSEPHIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
BURNS, PATRICK, JOSEPHIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
BURNS, PATRICK, JOSEPHIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
ERWIN, GREGORY, PATRICKIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERD Control
ERWIN, GREGORY, PATRICKIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERD Control
ERWIN, GREGORY, PATRICKIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERD Control
ERWIN, GREGORY, PATRICKIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERD Control
ERWIN, GREGORY, PATRICKIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERD Control
ERWIN, GREGORY, PATRICKIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERD Control
ERWIN, GREGORY, PATRICKIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERD Control
ERWIN, GREGORY, PATRICKIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERD Control
REXIUS, ALAN, RAYIMANAGING MEMBERD Control
REXIUS, ALAN, RAYIMANAGING MEMBERD Control
REXIUS, ALAN, RAYIMANAGING MEMBERD Control
REXIUS, ALAN, RAYIMANAGING MEMBERD Control
REXIUS, ALAN, RAYIMANAGING MEMBERD Control
REXIUS, ALAN, RAYIMANAGING MEMBERD Control
REXIUS, ALAN, RAYIMANAGING MEMBERD Control
REXIUS, ALAN, RAYIMANAGING MEMBERD Control

Registrations

Federal

IA
Nov 28, 2011 REGISTERED

Notice Filings (9)

AZ CA CO MD NV OR TX VA WA

Address

101 E. BROADWAY, STE. 480
EUGENE, OR 97401
United States
Phone: 541-762-0300