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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Washington
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 30, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FASSETT, JONATHON, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FASSETT, JONATHON, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FASSETT, JONATHON, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FASSETT, JONATHON, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FASSETT, JONATHON, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DOUCETTE, ARMAND, ALEXANDER | I | PRESIDENT, CHIEF INVESTMENT OFFICER | E | Control |
| DOUCETTE, ARMAND, ALEXANDER | I | PRESIDENT, CHIEF INVESTMENT OFFICER | E | Control |
| DOUCETTE, ARMAND, ALEXANDER | I | PRESIDENT, CHIEF INVESTMENT OFFICER | E | Control |
| DOUCETTE, ARMAND, ALEXANDER | I | PRESIDENT, CHIEF INVESTMENT OFFICER | E | Control |
| DOUCETTE, ARMAND, ALEXANDER | I | PRESIDENT, CHIEF INVESTMENT OFFICER | E | Control |
| DOUCETTE, ARMAND, ALEXANDER | I | CHIEF COMPLIANCE OFFICER,PRESIDENT, CHIEF INVESTMENT OFFICER | E | Control |
| DOUCETTE, ARMAND, ALEXANDER | I | CHIEF COMPLIANCE OFFICER,PRESIDENT, CHIEF INVESTMENT OFFICER | E | Control |
| DOUCETTE, ARMAND, ALEXANDER | I | CHIEF COMPLIANCE OFFICER,PRESIDENT, CHIEF INVESTMENT OFFICER | E | Control |
| DOUCETTE, ARMAND, ALEXANDER | I | CHIEF COMPLIANCE OFFICER,PRESIDENT, CHIEF INVESTMENT OFFICER | E | Control |
| DOUCETTE, ARMAND, ALEXANDER | I | CHIEF COMPLIANCE OFFICER,PRESIDENT, CHIEF INVESTMENT OFFICER | E | Control |
| DOUCETTE, ARMAND, ALEXANDER | I | CHIEF COMPLIANCE OFFICER,PRESIDENT, CHIEF INVESTMENT OFFICER | E | Control |
| DOUCETTE, ARMAND, ALEXANDER | I | CHIEF COMPLIANCE OFFICER,PRESIDENT, CHIEF INVESTMENT OFFICER | E | Control |
| DOUCETTE, ARMAND, ALEXANDER | I | CHIEF COMPLIANCE OFFICER,PRESIDENT, CHIEF INVESTMENT OFFICER | E | Control |
| DOUCETTE, ARMAND, ALEXANDER | I | CHIEF COMPLIANCE OFFICER,PRESIDENT, CHIEF INVESTMENT OFFICER | E | Control |
| DOUCETTE, ARMAND, ALEXANDER | I | CHIEF COMPLIANCE OFFICER,PRESIDENT, CHIEF INVESTMENT OFFICER | E | Control |
Registrations
Federal
IA
Sep 30, 2025 REGISTERED
Notice Filings (4)
CA OR TX WA
Address
402 E YAKIMA AVESUITE 120
YAKIMA, WA 98901
United States
Phone: (509) 853-1597