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SURIENCE PRIVATE WEALTH LLC

YAKIMA, WA · CRD 313055 · IAPD ↗ · surience.com · (509) 853-1597

$124.0MRegulatory AUM
2Advisory reps
3Employees
0Clients
1-10Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
April 2026 — SURIENCE PRIVATE WEALTH LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
42
March 2025 — SURIENCE PRIVATE WEALTH LLC notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
November 2024 — SURIENCE PRIVATE WEALTH LLC now reports custody of client assets ($42.1M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
75
April 2024 — SURIENCE PRIVATE WEALTH LLC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM

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