SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC of EUGENE, OR is an SEC-registered investment adviser (CRD 159419). Regulatory assets under management: $1.7B.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| 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 | — |