SURIENCE PRIVATE WEALTH LLC
CRD #313055 SEC #801-120656 YAKIMA, WA (509) 853-1597
SEC Registered
Total AUM
$125.3M
Discretionary
$124.1M
Employees
3
Clients
0
Accounts
334
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $125.3M | $124.1M | $1.2M | 3 | 0 |
| Jun 2025 | $125.3M | $124.1M | $1.2M | 3 | 0 |
| Mar 2025 | $125.3M | $124.1M | $1.2M | 3 | 0 |
| Feb 2025 | $125.3M | $124.1M | $1.2M | 3 | 0 |
| Jan 2025 | $111.4M | $110.2M | $1.2M | 3 | 0 |
| Oct 2024 | $111.4M | $110.2M | $1.2M | 3 | 0 |
| Jul 2024 | $111.4M | $110.2M | $1.2M | 3 | 0 |
| Mar 2024 | $111.4M | $110.2M | $1.2M | 3 | 0 |
| Mar 2023 | $107.8M | $106.8M | $990.2K | 3 | 0 |
| Nov 2022 | $135.3M | $134.5M | $878.7K | 3 | 0 |
| Aug 2022 | $135.3M | $134.5M | $878.7K | 4 | 0 |
| Mar 2022 | $135.3M | $134.5M | $878.7K | 4 | 0 |
| Aug 2021 | $136.3M | $136.3M | $0 | 4 | 0 |
| Jul 2021 | $136.3M | $136.3M | $0 | 4 | 0 |
DateSep 2025
Total AUM$125.3M
Discretionary$124.1M
Non-Disc.$1.2M
Employees3
Clients0
DateJun 2025
Total AUM$125.3M
Discretionary$124.1M
Non-Disc.$1.2M
Employees3
Clients0
DateMar 2025
Total AUM$125.3M
Discretionary$124.1M
Non-Disc.$1.2M
Employees3
Clients0
DateFeb 2025
Total AUM$125.3M
Discretionary$124.1M
Non-Disc.$1.2M
Employees3
Clients0
DateJan 2025
Total AUM$111.4M
Discretionary$110.2M
Non-Disc.$1.2M
Employees3
Clients0
DateOct 2024
Total AUM$111.4M
Discretionary$110.2M
Non-Disc.$1.2M
Employees3
Clients0
DateJul 2024
Total AUM$111.4M
Discretionary$110.2M
Non-Disc.$1.2M
Employees3
Clients0
DateMar 2024
Total AUM$111.4M
Discretionary$110.2M
Non-Disc.$1.2M
Employees3
Clients0
DateMar 2023
Total AUM$107.8M
Discretionary$106.8M
Non-Disc.$990.2K
Employees3
Clients0
DateNov 2022
Total AUM$135.3M
Discretionary$134.5M
Non-Disc.$878.7K
Employees3
Clients0
DateAug 2022
Total AUM$135.3M
Discretionary$134.5M
Non-Disc.$878.7K
Employees4
Clients0
DateMar 2022
Total AUM$135.3M
Discretionary$134.5M
Non-Disc.$878.7K
Employees4
Clients0
DateAug 2021
Total AUM$136.3M
Discretionary$136.3M
Non-Disc.$0
Employees4
Clients0
DateJul 2021
Total AUM$136.3M
Discretionary$136.3M
Non-Disc.$0
Employees4
Clients0