SAPIENT ROAD WEALTH MANAGEMENT, LLC

SAPIENT ROAD WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 168689). Regulatory assets under management: $39.8M.

Registration

• CRD: 168689
• Type: Registered investment adviser
• Phone: (858) 381-3443
• Latest filing: 2026-01-28
• Regulatory AUM: $39.8M
• Discretionary AUM: $39.8M
• Clients: 1
• Accounts: 90

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 168689 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search