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SURIENCE PRIVATE WEALTH LLC

dba SURIENCE PRIVATE WEALTH LLC · CRD 313055 · Registered Investment Adviser

SURIENCE PRIVATE WEALTH LLC is a Registered Investment Adviser headquartered in YAKIMA, WA. The firm reports $124,013,591 in regulatory assets under management across 318 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$123,026,287
Non-discretionary$987,304
Total RAUM$124,013,591
Accounts318

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 313055. adviserinfo.sec.gov/firm/summary/313055.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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