SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC
Legal name: SAPIENT PRIVATE WEALTH MANAGEMENT, LLC
CRD #159419 SEC #801-72857 EUGENE, OR 541-762-0300
SEC Registered
Total AUM
$1.4B
Discretionary
$1.3B
Employees
14
Clients
251
Accounts
629
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.4B | $1.3B | $68.2M | 14 | 0 |
| Jun 2024 | $1.3B | $1.2B | $54.3M | 14 | 0 |
| May 2024 | $1.3B | $1.2B | $54.3M | 14 | 0 |
| Mar 2024 | $1.3B | $1.2B | $54.3M | 14 | 0 |
| Sep 2023 | $1.1B | $1B | $55.8M | 13 | 0 |
| Mar 2023 | $1.1B | $1B | $55.8M | 13 | 0 |
| Mar 2022 | $1.2B | $1.1B | $75.2M | 15 | 0 |
| Nov 2021 | $1.1B | $1.1B | $67M | 14 | 0 |
| Nov 2021 | $1.1B | $1.1B | $67M | 14 | 0 |
| Mar 2021 | $1.1B | $1.1B | $67M | 14 | 0 |
| Mar 2021 | $1.1B | $1.1B | $67M | 14 | 0 |
| Sep 2020 | $1B | $986.7M | $56M | 15 | 0 |
| Sep 2020 | $1B | $986.7M | $56M | 15 | 0 |
| Jun 2020 | $1B | $986.7M | $56M | 15 | 0 |
| Mar 2020 | $1B | $986.7M | $56M | 15 | 0 |
| Mar 2019 | $907.2M | $861M | $46.1M | 16 | 0 |
| Aug 2018 | $952.1M | $903.5M | $48.6M | 15 | 0 |
| Mar 2018 | $952.1M | $903.5M | $48.6M | 15 | 0 |
| Aug 2017 | $780.8M | $745M | $35.8M | 15 | 500 |
| Mar 2017 | $780.8M | $745M | $35.8M | 14 | 500 |
| Apr 2016 | $711.3M | $685.9M | $25.4M | 11 | 400 |
| Mar 2016 | $711.3M | $685.9M | $25.4M | 11 | 400 |
| Mar 2015 | $734.5M | $698.7M | $35.8M | 11 | 400 |
| Mar 2015 | $734.5M | $698.7M | $35.8M | 11 | 400 |
| Oct 2014 | $623.9M | $603.3M | $20.6M | 10 | 300 |
| Mar 2014 | $623.9M | $603.3M | $20.6M | 10 | 300 |
| Oct 2013 | $555.5M | $533M | $22.5M | 10 | 300 |
| Feb 2013 | $555.5M | $533M | $22.5M | 10 | 300 |
| Mar 2012 | $521.2M | $507.8M | $13.4M | 6 | 300 |
| Nov 2011 | $458.7M | $446.7M | $12.1M | 6 | 251 |
DateMar 2025
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$68.2M
Employees14
Clients0
DateJun 2024
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$54.3M
Employees14
Clients0
DateMay 2024
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$54.3M
Employees14
Clients0
DateMar 2024
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$54.3M
Employees14
Clients0
DateSep 2023
Total AUM$1.1B
Discretionary$1B
Non-Disc.$55.8M
Employees13
Clients0
DateMar 2023
Total AUM$1.1B
Discretionary$1B
Non-Disc.$55.8M
Employees13
Clients0
DateMar 2022
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$75.2M
Employees15
Clients0
DateNov 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$67M
Employees14
Clients0
DateNov 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$67M
Employees14
Clients0
DateMar 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$67M
Employees14
Clients0
DateMar 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$67M
Employees14
Clients0
DateSep 2020
Total AUM$1B
Discretionary$986.7M
Non-Disc.$56M
Employees15
Clients0
DateSep 2020
Total AUM$1B
Discretionary$986.7M
Non-Disc.$56M
Employees15
Clients0
DateJun 2020
Total AUM$1B
Discretionary$986.7M
Non-Disc.$56M
Employees15
Clients0
DateMar 2020
Total AUM$1B
Discretionary$986.7M
Non-Disc.$56M
Employees15
Clients0
DateMar 2019
Total AUM$907.2M
Discretionary$861M
Non-Disc.$46.1M
Employees16
Clients0
DateAug 2018
Total AUM$952.1M
Discretionary$903.5M
Non-Disc.$48.6M
Employees15
Clients0
DateMar 2018
Total AUM$952.1M
Discretionary$903.5M
Non-Disc.$48.6M
Employees15
Clients0
DateAug 2017
Total AUM$780.8M
Discretionary$745M
Non-Disc.$35.8M
Employees15
Clients500
DateMar 2017
Total AUM$780.8M
Discretionary$745M
Non-Disc.$35.8M
Employees14
Clients500
DateApr 2016
Total AUM$711.3M
Discretionary$685.9M
Non-Disc.$25.4M
Employees11
Clients400
DateMar 2016
Total AUM$711.3M
Discretionary$685.9M
Non-Disc.$25.4M
Employees11
Clients400
DateMar 2015
Total AUM$734.5M
Discretionary$698.7M
Non-Disc.$35.8M
Employees11
Clients400
DateMar 2015
Total AUM$734.5M
Discretionary$698.7M
Non-Disc.$35.8M
Employees11
Clients400
DateOct 2014
Total AUM$623.9M
Discretionary$603.3M
Non-Disc.$20.6M
Employees10
Clients300
DateMar 2014
Total AUM$623.9M
Discretionary$603.3M
Non-Disc.$20.6M
Employees10
Clients300
DateOct 2013
Total AUM$555.5M
Discretionary$533M
Non-Disc.$22.5M
Employees10
Clients300
DateFeb 2013
Total AUM$555.5M
Discretionary$533M
Non-Disc.$22.5M
Employees10
Clients300
DateMar 2012
Total AUM$521.2M
Discretionary$507.8M
Non-Disc.$13.4M
Employees6
Clients300
DateNov 2011
Total AUM$458.7M
Discretionary$446.7M
Non-Disc.$12.1M
Employees6
Clients251