Surience Private Wealth LLC
● SEC registered since 2021CRD 313055SEC# 801-120656Yakima, WA
Reg. AUM
$124M
Employees
3
Accounts
318
Location
Yakima, WA
Surience Private Wealth LLC assets under management
Surience Private Wealth LLC is a registered investment adviser overseen by the SEC based in Yakima, WA. The firm has been registered since 2021. It reports $124 million in regulatory assets under management and employs 3 people.
Surience Private Wealth LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Armand Alexander Doucette Control | Chief Compliance Officer,president, Chief Investment Officer | Over 75% | 2021 |
Frequently asked questions
How much does Surience Private Wealth LLC manage?
Surience Private Wealth LLC reports $124 million in regulatory assets under management on its Form ADV.
How many employees does Surience Private Wealth LLC have?
Surience Private Wealth LLC reports 3 employees.
Where is Surience Private Wealth LLC located?
Surience Private Wealth LLC is based in Yakima, WA and has been SEC-registered since 2021.
Does Surience Private Wealth LLC disclose fund performance?
Surience Private Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 402 E Yakima Ave, Suite 120, Yakima, WA 98901 |
| Phone | (509) 853-1597 |
| Fax | (509)853-1596 |
| Office hours | 8:00a.m. - 4:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$124M▲ 11%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 89%
Larger than 11% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$124Mregulatory AUM
Discretionary $123MNon-discretionary $987K