# Sapient Private Wealth Management, LLC > Sapient Private Wealth Management, LLC is an SEC-registered investment advisory firm in Eugene, OR, registered since 2011, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026. - CRD: 159419 - Filed as: SAPIENT PRIVATE WEALTH MANAGEMENT, LLC - Legal name: Sapient Private Wealth Management Services, LLC - Registration: SEC-registered investment adviser (status as filed: Approved) - Location: Eugene, OR - Filing period: October 2026 - Form ADV filing dated: March 30, 2026 - SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/159419 - AdvisorCensus page: https://advisorcensus.com/firm/sapient-private-wealth-management-llc-eugene-or-159419 ## Quick answers **How is Sapient Private Wealth Management, LLC compensated?** On its Form ADV (Item 5.E, October 2026), Sapient Private Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure. **Where is Sapient Private Wealth Management, LLC located?** Sapient Private Wealth Management, LLC's principal office is in Eugene, OR, according to its Form ADV. **Is Sapient Private Wealth Management, LLC registered with the SEC or a state?** Sapient Private Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2011. Status as filed: Approved. CRD 159419. **How much does Sapient Private Wealth Management, LLC manage?** Sapient Private Wealth Management, LLC reports $1,745,762,088 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (96% discretionary). **How have Sapient Private Wealth Management, LLC's assets and staff changed since 2021?** In the Form ADV data for Sapient Private Wealth Management, LLC: Regulatory assets under management: $1,135,670,197 in the October 2021 data and $1,745,762,088 in the October 2026 data, up 54%. Total employees: 14 in October 2021 and 15 in October 2026. Assets under management move with markets as well as with clients coming and going. **What types of clients does Sapient Private Wealth Management, LLC serve?** By number of clients on Form ADV Item 5.D: high net worth individuals (325); individuals (other than high net worth individuals) (284); charitable organizations (23). **Which custodians does Sapient Private Wealth Management, LLC use?** Sapient Private Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets. **Does Sapient Private Wealth Management, LLC report any disciplinary disclosures?** Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/159419 **What changed in Sapient Private Wealth Management, LLC's recent Form ADV filings?** In the April 2026 filing data: Employees performing advisory functions went from 11 to 12. Regulatory assets under management went from $1,415,517,164 to $1,745,762,088 (+23%). ## From the Form ADV filing ### Compensation (Item 5.E) - A percentage of assets under your management - Fixed fees (other than subscription fees) ### Custodians (Schedule D, Section 5.K(3)) - Fidelity Brokerage Services LLC Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian. ### Regulatory assets under management (Item 5.F) - Total: $1,745,762,088 - Discretionary: $1,668,589,318 - Non-discretionary: $77,172,770 ### Clients (Item 5.D) | Client type | Clients | Assets | | --- | --- | --- | | Individuals (other than high net worth individuals) | 284 | $109,799,394 | | High net worth individuals | 325 | $1,453,383,712 | | Banking or thrift institutions | 0 | $0 | | Investment companies | 0 | $0 | | Business development companies | 0 | $0 | | Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 | | Pension and profit sharing plans (but not the plan participants or government pension plans) | 16 | $103,672,683 | | Charitable organizations | 23 | $20,204,646 | | State or municipal government entities (including government pension plans) | Fewer than 5 | $9,593,136 | | Other investment advisers | 0 | $0 | | Insurance companies | 0 | $0 | | Sovereign wealth funds and foreign official institutions | 0 | $0 | | Corporations or other businesses not listed above | 13 | $49,108,517 | | Other | 0 | Not reported | ### Advisory services (Item 5.G) - Financial planning services - Portfolio management for individuals and/or small businesses - Portfolio management for businesses (other than small businesses) or institutional clients - Selection of other advisers (including private fund managers) ### Firm details - Registered since: 2011 (15 years) - Employees: 15 total, 12 performing advisory functions - Wrap fee program participation: No - States registered or notice-filed: AZ, CA, CO, FL, LA, OR, TX, WA - Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11. ### Websites listed on Form ADV (Item 1.I) - focusfinancialpartners.com - sapientpwm.com - LinkedIn @SAPIENT-PRIVATE-WEALTH-MANAGEMENT - LinkedIn @focus-financial-partners - X @focusfinancial ## Assets and staff over time | Data period | Regulatory assets under management | Employees | Filing dated | | --- | --- | --- | --- | | October 2021 | $1,135,670,197 | 14 | March 29, 2021 | | October 2022 | $1,194,673,031 | 15 | March 29, 2022 | | October 2023 | $1,100,577,156 | 13 | September 22, 2023 | | October 2024 | $1,255,654,705 | 14 | June 21, 2024 | | October 2025 | $1,415,517,164 | 14 | March 27, 2025 | | October 2026 | $1,745,762,088 | 15 | March 30, 2026 | Regulatory assets under management: $1,135,670,197 in the October 2021 data and $1,745,762,088 in the October 2026 data, up 54%. Total employees: 14 in October 2021 and 15 in October 2026. ## Changes in the filing (last 12 months) ### April 2026 - Employees performing advisory functions went from 11 to 12. - Regulatory assets under management went from $1,415,517,164 to $1,745,762,088 (+23%). ## Source Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sapient Private Wealth Management, LLC (CRD 159419): Form ADV filing data as of October 2026.