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- Custodian
- First Clearing · Trade-PMR · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-31-2021
- Office Locations
- 1
Office Locations
About Surience Private Wealth LLC
Surience Private Wealth is a Yakima, WA-based RIA serving successful individuals and families with personalized, values- and legacy-aligned wealth management across generations. The firm provides disciplined investment management and planning-oriented guidance, paired with concierge-level service and proactive communication. Differentiator: proprietary, data-driven investment platforms designed to anticipate trends and emphasize risk mitigation to reduce drawdowns.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ARMAND ALEXANDER DOUCETTE
Chief Compliance Officer, Chief Investment Officer, President
- CRD
- #1915462
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Bennett Matthew Wood
--
- CRD
- #8094407
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $123,026,287 | $400,737 |
| Non-Discretionary | $987,304 | $89,755 |
| Total | $124,013,591 | $389,980 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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