Surience Private Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$124,013,591
Total clients
148
41% high-net worth
Total advisors
2
of 363 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
74
Average account size
$837,930
About
Surience Private Wealth LLC provides investment management, financial planning, and retirement-plan consulting to individuals (including high net worth clients) and institutional entities such as pension plans, trusts, foundations, and corporations. The firm manages client assets on a discretionary basis and also offers standalone financial planning and plan-sponsor advisory services, reporting a regulatory AUM of about $125 million across its client base.
The firm’s investment process combines proprietary econo-physics based mathematical models with qualitative overlays; models are run daily to identify leading securities across baskets but positions are typically reviewed and adjusted on a monthly cadence. Portfolios are primarily allocated among individual equity and fixed-income securities and ETFs, and the firm’s strategies can include leveraged or inverse ETFs and cryptocurrency-linked exchange-traded products as part of its risk-managed, trend-focused approach.
What is notable relative to peers is that Surience operates a wrap fee program—a feature that is uncommon among similarly sized supported firms—and relies on negotiated brokerage and custody relationships (Trade-PMR and First Clearing) that provide bundled trade execution and operational technology. The firm also discloses use of standing letters of authorization for client-directed transfers and emphasizes its role as an ERISA fiduciary when advising retirement plans, which are specific operational features clients may want to consider.
Client services
Expertise
Fee options
Financial planning and consulting services billed at flat fees typically ranging from $2,500 to $50,000; usually do not exceed $20,000 annually
$0 - $999,999: 1.75% annually $1,000,000 - $2,499,999: 1.45% annually $2,500,000 - $9,999,999: 1.15% annually $10,000,000 - $25,000,000: 0.95% annually
Account minimum: $2,500 minimum annual fee Minimum fee: Minimum annual fee of $2,500, billed $625 quarterly, waivable at firm discretion Fee-only: Firm offers fee-only advisory services; fees vary by service and are negotiable
Main office location
Surience Private Wealth LLC
402 E Yakima Ave, Suite 120
Yakima WA 98901, United States
Number of offices
1
Most active in
California · Texas · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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