Surience Private Wealth LLC
Surience Private Wealth LLC is an SEC-registered mass-market adviser in Yakima, WA with $124.0M assets under management (AUM, regulatory AUM), -1% over one year. See who owns Surience Private Wealth LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 313055, SEC 801-120656, data through 2026-05-04.
- AUM (assets under management / regulatory AUM)
- $124.0M (2026-05-04)
- Firm type
- Mass-Market Adviser
- Location
- Yakima, WA
- Employees
- 3
- Clients
- 148
- CRD
- 313055
- Ownership
- FASSETT, JONATHON, EDWARD; DOUCETTE, ARMAND, ALEXANDER
How much AUM does Surience Private Wealth LLC have?
Surience Private Wealth LLC reported $124.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-04).
Who owns Surience Private Wealth LLC?
Disclosed owners and executives of Surience Private Wealth LLC include FASSETT, JONATHON, EDWARD, DOUCETTE, ARMAND, ALEXANDER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.