# Surience Private Wealth LLC

> Surience Private Wealth LLC is an SEC-registered investment advisory firm in Yakima, WA, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 4, 2026.

- CRD: 313055
- Filed as: SURIENCE PRIVATE WEALTH LLC
- Also doing business as: SURIENCE STRATEGIC PLANNING
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Yakima, WA
- Filing period: October 2026
- Form ADV filing dated: May 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/313055
- AdvisorCensus page: https://advisorcensus.com/firm/surience-private-wealth-llc-yakima-wa-313055

## Quick answers

**How is Surience Private Wealth LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Surience Private Wealth LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is Surience Private Wealth LLC located?**
Surience Private Wealth LLC's principal office is in Yakima, WA, according to its Form ADV.

**Is Surience Private Wealth LLC registered with the SEC or a state?**
Surience Private Wealth LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 313055.

**How much does Surience Private Wealth LLC manage?**
Surience Private Wealth LLC reports $124,013,591 in regulatory assets under management in its Form ADV filing dated May 4, 2026 (99% discretionary).

**How have Surience Private Wealth LLC's assets and staff changed since 2021?**
In the Form ADV data for Surience Private Wealth LLC: Regulatory assets under management: $136,299,416 in the October 2021 data and $124,013,591 in the October 2026 data, down 9%. Total employees: 4 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Surience Private Wealth LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (88); high net worth individuals (60).

**Which custodians does Surience Private Wealth LLC use?**
Surience Private Wealth LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Wells Fargo Clearing Services, LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Surience Private Wealth 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/313055

**What changed in Surience Private Wealth LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 1 to 2.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Custodians (Schedule D, Section 5.K(3))
- Wells Fargo Clearing 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: $124,013,591
- Discretionary: $123,026,287
- Non-discretionary: $987,304

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 88 | $36,161,906 |
| High net worth individuals | 60 | $86,804,979 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $17,152 |
| Charitable organizations | Fewer than 5 | $590,193 |
| Corporations or other businesses not listed above | Fewer than 5 | $439,361 |

### 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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- surience.com
- Facebook @surience
- LinkedIn @surience

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $136,299,416 | 4 | August 30, 2021 |
| October 2022 | $135,347,927 | 4 | August 10, 2022 |
| October 2023 | $107,822,067 | 3 | March 24, 2023 |
| October 2024 | $111,359,455 | 3 | July 8, 2024 |
| October 2025 | $125,311,904 | 3 | June 3, 2025 |
| October 2026 | $124,013,591 | 3 | May 4, 2026 |

Regulatory assets under management: $136,299,416 in the October 2021 data and $124,013,591 in the October 2026 data, down 9%.
Total employees: 4 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 1 to 2.

### January 2026
- No longer registered or notice-filed in OR.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Surience Private Wealth LLC (CRD 313055): Form ADV filing data as of October 2026.