SEC Form ADV

SURIENCE PRIVATE WEALTH LLC

Firm profile: Surience Private Wealth — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserWA

$124.0M

Assets Under Management

318

Total Clients

Employees

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Registration Details

Accession: CRD-313055
Location: YAKIMA, WA
Filing Date: May 4, 2026
AUM: $124.0M
Total Clients: 318
Employees: 3
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsPension PlansCharitable OrganizationsCorporations

About this Adviser

SURIENCE PRIVATE WEALTH LLC is a registered investment adviser headquartered in YAKIMA, WA, managing approximately $124.0M in assets across 318 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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