Sapient Private Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Eugene, OR. Its latest Form ADV filing, dated March 30, 2026, reports $1.7B in regulatory assets under management, 15 employees, and 662 accounts.
Assets Under Management
$1.7B
Employees
15
Offices
--
Total Clients
661
Primary office
EUGENE, OR
101 EAST BROADWAY SUITE 480, EUGENE, OR, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 49.2% of total clients.
Top client categories% of clientsClients
1
HNWI
49.2%
325
2
Individuals
43.0%
284
3
Charitable
3.5%
23
4
Pension Plans
2.4%
16
5
Corporations
2.0%
13
Categories with <5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.7Bas of March 30, 2026
Discretionary95.6%
$1.7B
96% of total RAUM95.6%
Non-discretionary4.4%
$77M
4% of total RAUM4.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.7B
Total Accounts662
10Y AUM Change+$965M (+123.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees15
Clients per Employee44:1
10Y Employee Change+1 (+7.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.