Wealth manager, independent · Eugene, OR
Sapient Private Wealth Management, LLC
Sapient Private Wealth Management Services, LLC · SEC-registered investment adviser · CRD 159419 · SEC 801-72857
At a glance
Sapient Private Wealth Management, LLC is an SEC-registered investment adviser based in Eugene, Oregon, with $1.7B in regulatory assets under management as of its Form ADV filed March 30, 2026. It reports 609 individual clients, 325 of them high-net-worth, holding an average of about $2.6 million each, and 15 employees. That ranks it 629th among the nation’s 5,657 independent wealth management RIAs and 8th of 101 in Oregon. It reports Fidelity as the custodian for its clients’ separately managed accounts.
Main office 541-762-0300sapientpwm.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.7B
- Rank among independent wealth managers
- #629 of 5,657
- Rank among all SEC RIAs
- #3,922 of 17,210
- Rank in Oregon
- #8 of 101
- Individual clients
- 609
- High-net-worth clients
- 325
- Accounts
- 662
- Discretionary
- 96% of AUM
- Employees
- 15
- Advisory staff
- 12
- Offices
- 1
Owners and executives on its Form ADV
- Gregory P. ErwinChief Executive Officer and Chief Compliance Officer
- Dennis S KonradyPartner
- Jacob P. EldChief Investment Officer
Custody and brokerage
Broker-dealer
Affiliated broker-dealer
It reports a broker-dealer among its affiliates on Form ADV.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 325 | $1.5B | 83% |
| Individuals | 284 | $110M | 6% |
| Pension and profit sharing plans | 16 | $104M | 6% |
| Corporations or other businesses | 13 | $49M | 3% |
| Charitable organizations | 23 | $20M | 1% |
| State or municipal government entities | – | $10M | <1% |
Disciplinary disclosures
Sapient Private Wealth Management, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗sapientpwm.com ↗
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The full record on Sapient Private Wealth Management, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 2,239 peers of its type and size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Oregon
All of Oregon →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Vista Capital Partners, Inc.Portland | $3.2B | 651 |
| Phillips and Company Advisors LLCPortland | $2.7B | 1,110 |
| CS Planning CorpPortland | $2.0B | 4,190 |
| Cutler Investment GroupJacksonville | $1.5B | 949 |
| Aerodigm Wealth LLCLake Oswego | $1.5B | 212 |
| JGP Wealth Management, LLCBend | $1.4B | 771 |
Background
Questions
How much does Sapient Private Wealth Management, LLC manage?
Sapient Private Wealth Management, LLC reports $1.7B in regulatory assets under management across 662 accounts, 96% of it on a discretionary basis, on its Form ADV filed March 30, 2026.
How many clients does Sapient Private Wealth Management, LLC have?
It reports 609 individual clients: 325 high-net-worth individuals and 284 other individuals. Individuals account for about 90% of its regulatory assets.
Where is Sapient Private Wealth Management, LLC headquartered?
Its main office is in Eugene, Oregon. It reports 1 office in total and 15 employees, 12 of whom perform investment advisory functions.
How does Sapient Private Wealth Management, LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Sapient Private Wealth Management, LLC use?
It reports Fidelity as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed March 30, 2026, it reports these amounts held: Fidelity ($452M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Sapient Private Wealth Management, LLC a hybrid RIA with a broker-dealer?
It reports a broker-dealer among its affiliates on Form ADV.
Is Sapient Private Wealth Management, LLC a fiduciary?
As an SEC-registered investment adviser, Sapient Private Wealth Management, LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Sapient Private Wealth Management, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-30), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →