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 and financial planning to individuals (including high-net-worth clients), families, retirement plan sponsors, trusts, foundations, and other business entities. Its services include discretionary portfolio management, standalone financial planning and consulting, and advisory work for retirement plans, with client portfolios primarily allocated among individual equities, fixed income and exchange-traded funds.
The firm employs proprietary econo-physics–based mathematical models combined with qualitative cycle and fractal analysis and quantitative metrics (including Hurst-exponent measures) to identify leading securities within baskets; models are run daily and positions are typically adjusted on a monthly basis. Tactical elements of the strategy can include leveraged and inverse ETFs, inverse volatility products, and crypto-linked exchange-traded products, with a qualitative overlay intended to manage whipsaw and volatility risks.
Notably, Surience serves as a wrap-fee program sponsor, an offering that is uncommon among similarly sized supported firms and bundles trade execution with portfolio management. It also emphasizes retirement-plan fiduciary and consulting services, uses standing letters of authorization for custodial transfers, and operates with a small advisory team managing roughly $124 million across about 148 clients, which can influence its operational and client-service arrangements.
Client services
Expertise
Fee options
Financial planning and consulting fees typically range from $2,500 to $50,000, generally not exceeding $20,000 annually
$0 - $999,999: 1.75% $1,000,000 - $2,499,999: 1.45% $2,500,000 - $9,999,999: 1.15% $10,000,000 - $25,000,000: 0.95%
Account minimum: $2,500 minimum annual fee (can be negotiable) Minimum fee: Minimum annual fee of $2,500, billed $625 quarterly, can be waived at firm's discretion Fee-only: Fee-only basis; no commissions received by firm
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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