CRD: 159419
Sapient Private Wealth Management, LLC
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- Custodian
- Broadridge ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-30-2011
- Office Locations
- 1
Office Locations
About Sapient Private Wealth Management, LLC
Sapient Private Wealth Management is a boutique Eugene, Oregon advisory firm focused on delivering ongoing, proactive counsel and advocacy through personalized wealth management. The team serves individual investors and small institutions such as retirement plans, charitable foundations, and corporations, providing planning and portfolio construction support (including tax, estate, and retirement planning). Public filings indicate portfolios are predominantly ETF-based, with custody relationships including Schwab.
Team overview
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CRM
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Owner & Executives
JACOB PAUL ELD
Chief Investment Officer
- CRD
- #5231297
- Ownership
- Less than 5%
GREGORY PATRICK ERWIN
Chief Executive Officer, Principal
- CRD
- #1184802
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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DINA KAE AHTEN
Compliance Manager
- CRD
- #4299722
Hunter Austin Anderle
Client Relationship Manager
- CRD
- #7951657
Showing 2 of 13 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,668,589,318 | $2,574,984 |
| Non-Discretionary | $77,172,770 | $5,512,341 |
| Total | $1,745,762,088 | $2,637,103 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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