Sapient Private Wealth Management Services provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, business succession planning, education planning, estate planning, insurance, philanthropic planning, retirement plan services, and tax planning. Financial planning was provided to 251–500 clients last fiscal year.
Sapient Private Wealth Management Services reports 661 clients. They include 325 high-net-worth individuals, 284 individual clients and 23 charitable organizations. Of its assets, 95.6% ($1.67B across 648 accounts) are managed with discretion; $77.2M across 14 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 43% | 6% |
| High-net-worth individuals | 49% | 83% |
| Pension and profit-sharing plans | 2% | 6% |
| Charitable organizations | 3% | 1% |
| State or municipal government entities | Fewer than 5 | <1% |
| Other client typesCorporations and other businesses | 2% | 3% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 284 | $110M | 6.3% | $387K |
| High-net-worth individuals | 325 | $1.45B | 83.3% | $4.47M |
| Pension and profit-sharing plans | 16 | $104M | 5.9% | $6.48M |
| Charitable organizations | 23 | $20.2M | 1.2% | $878K |
| State or municipal government entities | Fewer than 5 | $9.59M | 0.5% | — |
| Corporations and other businesses | 13 | $49.1M | 2.8% | $3.78M |
| Total | 661 | $1.75B | 100% | — |
- Clients
- 284
- Regulatory AUM
- $110M
- AUM share
- 6.3%
- Avg. per client
- $387K
- Clients
- 325
- Regulatory AUM
- $1.45B
- AUM share
- 83.3%
- Avg. per client
- $4.47M
- Clients
- 16
- Regulatory AUM
- $104M
- AUM share
- 5.9%
- Avg. per client
- $6.48M
- Clients
- 23
- Regulatory AUM
- $20.2M
- AUM share
- 1.2%
- Avg. per client
- $878K
- Clients
- Fewer than 5
- Regulatory AUM
- $9.59M
- AUM share
- 0.5%
- Avg. per client
- —
- Clients
- 13
- Regulatory AUM
- $49.1M
- AUM share
- 2.8%
- Avg. per client
- $3.78M
Total
- Clients
- 661
- Regulatory AUM
- $1.75B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Sapient Private Wealth Management Services charges 0.55%–1.00% a year for its Advisory Fee on Assets Under Management. The fee is billed in advance.
Fee details and sources
Focus Operating, LLC owns 75% or more of Sapient Private Wealth Management Services and is in turn owned by Focus Financial Partners, LLC (75% or more). Gregory Erwin is CEO; the leadership team includes Chief Investment Officer Jacob Eld. It has 15 employees, 12 of them in advisory roles.
Leadership
- Gregory ErwinChief Executive Officer and Chief Compliance Officer
- Jacob EldChief Investment Officer
- Dennis KonradyPartner
Investment adviser representatives
13 representatives listed in the SEC register as of 9 October 2026.
- Dina Kae Ahten
- Hunter Austin Anderle
- Ross Allen Anderle
- Laura Li-Wen Chen
- Jacob Paul Eld
- Alexander G Erwin
- Gregory Patrick Erwin
- John Bernard Flaxel
- Dennis S Konrady
- Mitchell Weldon Lewis
- Sean Christopher Ritchie
- Sarah Jane Skortman
- Sandra Jo Sperry
Staff
- 15 employees
- 12 in advisory functions
- 13 state-registered reps
- Owns 75% or more of Sapient Private Wealth Management Services, LLC
Focus Operating, LLC
Control person · since September 2011
- Owns 75% or more of Focus Operating, LLC
Focus Financial Partners, LLC
Control person · since January 2007
- Owns 50% to 75% of Focus Financial Partners, LLC
Focus Financial Partners Inc.
Control person · since July 2018
- Owns 75% or more of Focus Financial Partners Inc.
Ferdinand FFP Acquisition, LLC
Control person · since August 2023
- Owns 75% or more of Ferdinand FFP Acquisition, LLC
Ferdinand FFP Intermediate Holdings, LLC
Control person · since August 2023
- Owns 75% or more of Ferdinand FFP Intermediate Holdings, LLC
Ferdinand FFP Parent, Inc.
Control person · since August 2023
- Owns 75% or more of Focus Financial Partners Inc.
Ferdinand FFP Ultimate Holdings, LP
Control person · since August 2023
- Owns 50% to 75% of Ferdinand FFP Ultimate Holdings, LP
CD&R Ferdinand Holdings, L.P.
Control person · since August 2023
- Owns 50% to 75% of CD&R Ferdinand Holdings, L.P.
Clayton, Dubilier & Rice Fund Xii, L.P.
Control person · since August 2023
- Owns 25% to 50% of CD&R Ferdinand Holdings, L.P.
CD&R Ferdinand Co-Investor, L.P.
Control person · since August 2023
Sapient Private Wealth Management Services’ regulatory assets grew 1.5× from $1.14B (March 2021) to $1.75B (March 2026); clients rose from 561 to 661 and employees from 14 to 15.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $1.75B | 661 | 15 | 1 |
| March 2025 | $1.42B | 628 | 14 | 1 |
| June 2024 | $1.26B | 591 | 14 | 1 |
| March 2023 | $1.1B | 564 | 13 | 1 |
| March 2022 | $1.19B | 527 | 15 | 1 |
| March 2021 | $1.14B | 561 | 14 | 1 |
Besides its headquarters, Sapient Private Wealth Management Services has 0 offices, with 1 listed address in Oregon.
Oregon · 1 listed address
- 101 East Broadway Suite 480, EugeneHQ
Contact and registration details
- Legal name
- Sapient Private Wealth Management Services, LLC
- Headquarters
- 101 East Broadway Suite 480, Eugene, OR 97401
- Phone
- 541-762-0300
- SEC file
- 801-72857
- Founded
- 2010
- Structure
- Delaware LLC
- Fiscal year end
- December
Sapient Private Wealth Management Services uses Fidelity ($452M) as custodian for its separately managed accounts. Sapient Private Wealth Management Services has custody of $1.39B in client assets for 524 clients.
- FidelityFidelity Brokerage Services LLC · Boston, MA · $452M100%
At year end, Sapient Private Wealth Management Services’ separately managed accounts were mostly in stocks (98%).
What the accounts hold
- Stocks98%
- Bonds2%
How many clients does Sapient Private Wealth Management Services have?
Sapient Private Wealth Management Services has 661 clients and manages $1.75 billion for them, as of March 2026. They include 325 high-net-worth individuals, 284 individual clients and 23 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does Sapient Private Wealth Management Services offer?
Sapient Private Wealth Management Services provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, business succession planning, education planning, estate planning, insurance, philanthropic planning, retirement plan services, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Sapient Private Wealth Management Services charge?
Sapient Private Wealth Management Services charges 0.55%–1.00% a year for its Advisory Fee on Assets Under Management. The fee is billed in advance.
Source: PART 2A SAPIENT PRIVATE WEALTH MANAGEMENT, filed 30 March 2026
Which custodians does Sapient Private Wealth Management Services use?
Sapient Private Wealth Management Services’ separately managed account assets are held at Fidelity Brokerage Services LLC (Boston, MA), with $452M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026
How many financial advisors does Sapient Private Wealth Management Services have?
Sapient Private Wealth Management Services has 13 investment adviser representatives registered with state securities authorities, out of 15 employees, and 12 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Sapient Private Wealth Management Services invest in?
At the end of its last fiscal year, Sapient Private Wealth Management Services’ separately managed accounts held 98% exchange-traded equities and 2% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Sapient Private Wealth Management Services?
Sapient Private Wealth Management Services is owned through a chain of holding companies by Ferdinand FFP Parent, Inc., CD&R Ferdinand Co-Investor, L.P. and Clayton, Dubilier & Rice Fund Xii, L.P. Its direct owner is Focus Operating, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does Sapient Private Wealth Management Services get paid?
Sapient Private Wealth Management Services is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Sapient Private Wealth Management Services?
Sapient Private Wealth Management Services’ main office is at 101 East Broadway Suite 480, Eugene, OR 97401. Its phone number is 541-762-0300. Its website is sapientprivatewealthmanagement.com.