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The fee is negotiable and has a $2,500 annual minimum.","source":"SURIENCE PRIVATE WEALTH FORM ADV PART 2A, filed 7 October 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Surience Private Wealth use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Surience Private Wealth have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Surience Private Wealth invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Surience Private Wealth?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Surience Private Wealth get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Surience Private Wealth?","answer":"Surience Private Wealth’s main office is at 402 E Yakima Ave, Suite 120, Yakima, WA 98901. Its phone number is 509-853-1597. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}