Key facts
- SURIENCE PRIVATE WEALTH LLC is a other based in YAKIMA, WA.
- SURIENCE PRIVATE WEALTH LLC reports $880K in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 313055- Regulatory AUM
- $880K
- Private fund assets
- —
- Private funds
- —
- Staff
- 363
- Registered office
- YAKIMA, WA
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for SURIENCE PRIVATE WEALTH LLC are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is SURIENCE PRIVATE WEALTH LLC's AUM?
- SURIENCE PRIVATE WEALTH LLC manages approximately $880K in assets.