Surience Private Wealth provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions. Financial planning was provided to 1–10 clients last fiscal year.
Surience Private Wealth reports 148 clients. They include 88 individual clients and 60 high-net-worth individuals. Of its assets, 99.2% ($123M across 307 accounts) are managed with discretion; $987K across 11 accounts are not. A wrap fee program the firm both sponsors and manages holds $124M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 59% | 29% |
| High-net-worth individuals | 41% | 70% |
| Pension and profit-sharing plans | Fewer than 5 | <1% |
| Charitable organizations | Fewer than 5 | <1% |
| Corporations and other businesses | Fewer than 5 | <1% |
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) | 88 | $36.2M | 29.2% | $411K |
| High-net-worth individuals | 60 | $86.8M | 70.0% | $1.45M |
| Pension and profit-sharing plans | Fewer than 5 | $17.2K | 0.0% | — |
| Charitable organizations | Fewer than 5 | $590K | 0.5% | — |
| Corporations and other businesses | Fewer than 5 | $439K | 0.4% | — |
| Total | 148 | $124M | 100% | — |
- Clients
- 88
- Regulatory AUM
- $36.2M
- AUM share
- 29.2%
- Avg. per client
- $411K
- Clients
- 60
- Regulatory AUM
- $86.8M
- AUM share
- 70.0%
- Avg. per client
- $1.45M
- Clients
- Fewer than 5
- Regulatory AUM
- $17.2K
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $590K
- AUM share
- 0.5%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $439K
- AUM share
- 0.4%
- Avg. per client
- —
Total
- Clients
- 148
- Regulatory AUM
- $124M
- 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
- 1–10
Surience Private Wealth charges 0.65%–1.75% a year for its Investment and Wealth Management Services. The fee is negotiable and has a $2,500 annual minimum. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting Services
- Billed at a flat rate in advance with no minimum fee; generally will not exceed $20,000 annually, and the firm may discount it for current investment management and wealth management clients.
- Retirement Plan Sponsor Services
- Fees are either a flat rate or based on the value of the plan assets subject to consulting, generally payable in arrears quarterly; one-time projects are billed on completion or half paid up front.
Armand Doucette owns 75% or more of Surience Private Wealth. The leadership team of Surience Private Wealth includes President Armand Doucette. It has 3 employees, 2 of them in advisory roles.
Staff
- 3 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Surience Private Wealth LLC
Armand Doucette
Control person · since February 2021
Surience Private Wealth’s regulatory assets fell from $136M (July 2021) to $124M (May 2026); clients fell from 169 to 148 and employees from 4 to 3.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| May 2026May 2026 | $124M | 148 | 3 | 1 |
| Jun 2025June 2025 | $125M | 143 | 3 | 1 |
| Jul 2024July 2024 | $111M | 146 | 3 | 1 |
| Mar 2023March 2023 | $108M | 167 | 3 | 1 |
| Mar 2022March 2022 | $135M | 172 | 4 | 1 |
| Jul 2021July 2021 | $136M | 169 | 4 | 1 |
Besides its headquarters, Surience Private Wealth has 0 offices, with 1 listed address in 1 state.
Washington · 1 listed address
- 402 E Yakima Ave, Suite 120, YakimaHQ
Other business names
Surience Private Wealth has reported 1 other business name to the SEC.
- Surience Strategic Planning
Contact and registration details
- Legal name
- Surience Private Wealth LLC
- Headquarters
- 402 E Yakima Ave, Suite 120, Yakima, WA 98901
- Website
- surience.com
- Phone
- 509-853-1597
- @surience
- SEC file
- 801-120656
- Structure
- Washington LLC
- Fiscal year end
- December
Surience Private Wealth’s named custodian for separately managed accounts is Wells Fargo Clearing Services ($124M). Surience Private Wealth has custody of $29M for 42 clients.
The filed custodian amounts total more than regulatory assets under management. Each amount is shown as filed.
- Wells Fargo Clearing ServicesWells Fargo Clearing Services, LLC · St. Louis, MO · $124M100%
At year end, Surience Private Wealth’s separately managed accounts were mostly in stocks (74%) and cash (25%). Its reported 13F holdings for the quarter ended 30 June 2026 total $114M across 45 positions; the largest are iShares TR (10.2%), Invesco Qqq TR (8.3%) and State Str SPDR S&P 500 ETF T (8.2%).
What the accounts hold
- Stocks74%
- Cash25%
Filed values cover 99%. The neutral 1% gap has no reported category.
How many clients does Surience Private Wealth have?
Surience Private Wealth has 148 clients and manages $124 million for them, as of May 2026. They include 88 individual clients and 60 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 4 May 2026
What services does Surience Private Wealth offer?
Surience Private Wealth provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Surience Private Wealth charge?
Surience Private Wealth charges 0.65%–1.75% a year for its Investment and Wealth Management Services. The fee is negotiable and has a $2,500 annual minimum.
Source: SURIENCE PRIVATE WEALTH FORM ADV PART 2A, filed 7 October 2026
Which custodians does Surience Private Wealth use?
Surience Private Wealth’s separately managed account assets are held at Wells Fargo Clearing Services, LLC (St. Louis, MO), with $124M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 4 May 2026
How many financial advisors does Surience Private Wealth have?
Surience Private Wealth has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 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 Surience Private Wealth invest in?
At the end of its last fiscal year, Surience Private Wealth’s separately managed accounts held 74% exchange-traded equities and 25% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Surience Private Wealth?
Surience Private Wealth’s direct owner is Armand Doucette (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 4 May 2026
How does Surience Private Wealth get paid?
Surience Private Wealth is paid through a percentage of assets under management and hourly charges. 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 Surience Private Wealth?
Surience Private Wealth’s main office is at 402 E Yakima Ave, Suite 120, Yakima, WA 98901. Its phone number is 509-853-1597. Its website is surience.com.