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SABRIENT SYSTEMS, LLC

· CRD 171096 · IAPD ↗ · 805-730-7777

$0Regulatory AUM
7Advisory reps
8Employees
25Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
July 2025 — SABRIENT SYSTEMS, LLC (location n/a) left the SEC roster (was $0 RAUM, 7 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
32
April 2024 — SABRIENT SYSTEMS, LLC notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
40
April 2024 — SABRIENT SYSTEMS, LLC shrank from 11 to 7 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.