SURIENCE PRIVATE WEALTH LLC

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Washington, United States

Employees

Total Number of Employees	3
Investment Advisory/Research	1
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	1
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	322	$110.2M
Non-Discretionary	19	$1.2M
Total	341	$111.4M

Clients

Type	Number	RAUM
Individuals	69	$14.4M
HNW Individuals	77	$95.5M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	<5	$27,676
Charitable organizations	<5	$557,959
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	<5	$904,393
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	0

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients
Compensation	% of AUMHourly charges

Wrap Fee Program

Offers Wrap Fee Program	Yes

Acting As	RAUM
Sponsor	0
Portfolio Manager	0
Both for Same	111.4M

Portfolio Manager to Program	Sponsor
SURIENCE PRIVATE WEALTH	SURIENCE PRIVATE WEALTH LLC

Identifiers

SEC RIA File Number	801-120656
SEC ERA File Number	801-120656
SEC CIK Numbers	1900195
SEC CRD Numbers	313055
Legal Entity Identifier	None

Principal Office

402 E YAKIMA AVE
SUITE 120
YAKIMA
WA
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic