$39.8M Total AUM
$39.8M Disc. AUM
-- 3Y CAGR
1 Employees
29 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-30-2013
- Office Locations
- 1
Office Locations
-- SAN Diego CA
About Sapient Road Wealth Management, LLC
Sapient Road Wealth Management is a San Diego-based RIA providing goal-based financial planning and investment management for individuals and entrepreneurs. The firm builds tailored portfolios with an emphasis on asset allocation and risk management, using public funds and ETFs where appropriate. Custody is held at Charles Schwab.
Team overview
55 AVG AGE
$39.8M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
12.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
B
BRIAN THOMAS BASINGER
Chief Compliance Officer, Financial Planner, FOUNDER
- CRD
- #4726499
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $39,801,410 | -- |
| Non-Discretionary | $0 | -- |
| Total | $39,801,410 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available U.S. Government/Agency:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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