Fee-only adviser · Yakima, WA
Surience Private Wealth LLC
Surience Private Wealth LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Yakima, Washington. On its latest Form ADV, filed October 7, 2026, it reports $124M in regulatory assets under management, 148 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 313055 · SEC file 801-120656 |
| Office | 402 E Yakima Ave Suite 120 Yakima, WA 98901 |
| Phone | (509) 853-1597 |
| Website | www.surience.com |
| Regulatory assets under management | $124M ($123M discretionary) |
| Individual clients | 88 non-high-net-worth, 60 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets, Hourly |
| Services | Financial planning, Portfolio management |
| Employees | 3 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | October 7, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It sponsors or manages a wrap fee program; ask what the bundled fee covers.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Yakima
- Leonard Rickey Investment Advisors, P.L.L.C. $958M
- Capital Advisors Wealth Management $1.1B
- Tieton Capital Management $314M
See all 4 fee-only advisers in Yakima →
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