SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC
C36
CRD 159419·SEC 801-72857·EUGENE, OR
AUM
$1.75B
$1B+
Est. Revenue
$17.5M
@ 1% on AUM
Est. EBITDA
$5.2M
@ 30% margin
Est. Deal Value
$41.9M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $907.2M
'21 · $1.04B
'22 · $1.14B
'23 · $1.19B
'25 · $1.42B
'26 · $1.75B
'20'26
$907.2M → $1.75B▲ +92%
Client mix
| Individuals High Net Worth | 325 |
| Individuals Other | 284 |
| Charitable Organizations | 23 |
| Pension Profit Sharing Plans | 16 |
| Corporations | 13 |
Operations
Advisory staff (5-yr trend)
'20 · 16 advisors
'21 · 15 advisors
'22 · 14 advisors
'23 · 15 advisors
'25 · 11 advisors
'26 · 12 advisors
'20'26
16 advisors → 12 advisors▼ -25%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (8)
Everything else we've pulled for this record, not yet curated into a section.