# SAPIENT  PRIVATE WEALTH MANAGEMENT SERVICES, LLC

SAPIENT  PRIVATE WEALTH MANAGEMENT SERVICES, LLC of EUGENE, OR is an SEC-registered investment adviser.

## Registration

- CRD: 159419
- Type: SEC-registered investment adviser
- SEC file number: 801-72857
- Location: 101 EAST BROADWAY SUITE 480, EUGENE, OR, 97401
- Phone: 541-762-0300
- Latest filing: 2026-03-30
- Regulatory AUM: $1.7B
- Discretionary AUM: $1.7B
- Non-discretionary AUM: $77.2M
- Clients: 15
- Accounts: 662

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Gregory Patrick Erwin | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| Dennis S Konrady | PARTNER | — |
| Jacob Paul Eld | CHIEF INVESTMENT OFFICER | — |
| ERWIN GREGORY PATRICK | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| REXIUS ALAN RAY | CHIEF INVESTMENT OFFICER; PARTNER | — |
| KONRADY DENNIS S | PARTNER | — |
| Riddle Jonathan Dale | CHIEF OPERATING OFFICER | — |
| ELD JACOB PAUL | CHIEF INVESTMENT OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/159419/brochure
- Similar advisers: https://search.stillhousedata.com/firm/159419/similar
- Related entities: https://search.stillhousedata.com/firm/159419/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/159419

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.