Surience Private Wealth LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Yakima, WA. Its latest Form ADV filing, dated March 31, 2026, reports $124M in regulatory assets under management, 363 employees, and 318 accounts.
Assets Under Management
$124M
Employees
363
Offices
--
Total Clients
148
Primary office
YAKIMA, WA
402 E YAKIMA AVE, SUITE 120, YAKIMA, WA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 59.5% of total clients.
Top client categories% of clientsClients
1
Individuals
59.5%
88
2
HNWI
40.5%
60
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$124Mas of March 31, 2026
Discretionary99.2%
$123M
99% of total RAUM99.2%
Non-discretionary0.8%
$987K
1% of total RAUM0.8%
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$124M
Total Accounts318
10Y AUM Change+$124M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees363
Clients per Employee0:1
10Y Employee Change+360 (+12000.0%)
* 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.