SourcingSourcing

SURIENCE PRIVATE WEALTH LLC

B59
CRD 313055·SEC 801-120656·YAKIMA, WA
AUM
$124.0M
$100M-$500M
Est. Revenue
$1.2M
@ 1% on AUM
Est. EBITDA
$372K
@ 30% margin
Est. Deal Value
$3.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SURIENCE PRIVATE WEALTH LLC
CRD
313055
SEC file #
801-120656
EIN
831077153
DBA names
—

Economics

AUM
$124.0M
AUM band
$100M-$500M
AUM trajectory
'22'26
$136.3M → $124.0M▼ -9%
Client mix
Individuals Other88
Individuals High Net Worth60

Operations

Employees (total)
363
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'22'26
2 advisors → 2 advisors▬ 0%
Primary office
YAKIMA WA
Branches
—

Custodian & Brokerage

Primary custodian
Wells Fargolow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUMHourly charges

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
surience.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
DOUCETTE, ARMAND, ALEXANDER
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
DOUCETTE, ARMAND, ALEXANDER
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
SURIENCE.COM
Rdap Domain Creation Date
2014-11-11T15:44:55Z
Rdap Firm Age Years
12
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001900195
Edgar Registered
Yes
Edgar Filing Count
20
Edgar First Filing Date
2022-01-25
Edgar Last Filing Date
2026-04-20
Edgar 13f Count
18
Edgar 13f Latest AUM Estimate
Filing Date2026-04-20
Accession0001725547-26-000144

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1183
Soi Zip Pct 200k Plus
0.0275
Soi Zip Returns 200k Plus
360
Soi Zip Total AGI
729,455
Fdic Zip Total Deposits
20,889,469,000
Fdic Zip Branch Count
274
Fdic Zip Top Banks
Yakima Federal Savings and Loan Association
Wells Fargo Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (27)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Wells Fargo4
E*trade4
Edgar Addresses
Mailing
402 E YAKIMA AVESUITE 120YAKIMA, WA 98901
Business
402 E YAKIMA AVESUITE 120YAKIMA, WA 98901
Edgar EIN
831077153
Edgar Recent Filings
13F-HR2026-04-20 · 0001725547-26-000144
13F-HR2026-01-16 · 0001725547-26-000029
Fdic Zip Branches Raw
Key Bank of WashingtonYakima, WA
U.S. Bank of Washington, National AssociationYakima, WA
Fdic Zip HHI
1728.69
Fdic Zip Top Bank Share Pct
35.93
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-11-11T15:44:55Z
Rdap Domain Last Changed
2022-10-14T04:48:08Z
Rdap Nameservers
Ns69.domaincontrol.comNs70.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI60,567
Returns4,410
Stub 2
AGI153,907
Returns4,300
Stub 3
AGI113,073
Returns1,860
Soi Zip Total Business Income
20,994
Soi Zip Total Cap Gains
23,963
Soi Zip Total Dividends
9,635
Soi Zip Total Returns
13,100
Top Owner CRD
1915462
Trust Company Affiliate
No

People (2)

2
DOUCETTE, ARMAND, ALEXANDER
IAR · Direct Owner · 87.5%
1915462
Bennett Matthew Wood
IAR
8094407