Surience Private Wealth LLC

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Client assets under management

$122,966,885

Clients

148

41% high-net-worth

Advisors

of 363 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

High

Average account size

$830,857

About

Surience Private Wealth LLC provides investment management and financial planning to individuals (including high-net-worth clients), families, retirement plan sponsors, trusts, foundations, and other business entities. Its services include discretionary portfolio management, standalone financial planning and consulting, and advisory work for retirement plans, with client portfolios primarily allocated among individual equities, fixed income and exchange-traded funds.

The firm employs proprietary econo-physics–based mathematical models combined with qualitative cycle and fractal analysis and quantitative metrics (including Hurst-exponent measures) to identify leading securities within baskets; models are run daily and positions are typically adjusted on a monthly basis. Tactical elements of the strategy can include leveraged and inverse ETFs, inverse volatility products, and crypto-linked exchange-traded products, with a qualitative overlay intended to manage whipsaw and volatility risks.

Notably, Surience serves as a wrap-fee program sponsor, an offering that is uncommon among similarly sized supported firms and bundles trade execution with portfolio management. It also emphasizes retirement-plan fiduciary and consulting services, uses standing letters of authorization for custodial transfers, and operates with a small advisory team managing roughly $124 million across about 148 clients, which can influence its operational and client-service arrangements.

Client services

Financial planning Portfolio management

Expertise

Concentrated stock management Divorce financial planning Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting

Fee options

Fixed

Financial planning and consulting fees typically range from $2,500 to $50,000, generally not exceeding $20,000 annually

Percentage

$0 - $999,999: 1.75% $1,000,000 - $2,499,999: 1.45% $2,500,000 - $9,999,999: 1.15% $10,000,000 - $25,000,000: 0.95%

Other

Account minimum: $2,500 minimum annual fee (can be negotiable) Minimum fee: Minimum annual fee of $2,500, billed $625 quarterly, can be waived at firm's discretion Fee-only: Fee-only basis; no commissions received by firm

Main office location

Surience Private Wealth LLC

402 E Yakima Ave, Suite 120

Yakima WA 98901, United States

Number of offices

Most active in

California · Texas · Washington

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Website (509) 853-1597

Advisors at this firm

Bennett W

Series 65

Yakima, WA

Surience Private Wealth LLC

Bennett Wood is a financial advisor at Surience Private Wealth LLC with a Series 65 designation and experience beginning in 2024. Prior to his current role, he held positions at Suncadia, Central Washington University, SS Steiner, Fred Meyer, and West Valley School District. Surience Private Wealth LLC provides investment management, financial planning, and retirement-plan consulting to individuals—including high net worth clients—and institutional entities. The firm uses proprietary econo-physics based mathematical models combined with qualitative analysis to manage portfolios primarily composed of equities, fixed-income securities, and ETFs within a risk-managed, trend-focused approach.

Concentrated stock management Divorce financial planning Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting

Armand D

CFP®, ChFC®, Series 63, Series 65

Yakima, WA

Surience Private Wealth LLC

Armand Doucette is a CFP® and ChFC® with 37 years of industry experience. He is the sole advisor at Surience Private Wealth LLC, where he has worked since 2021, following a 12-year tenure at Wells Fargo Advisors Financial Network LLC. Outside of his advisory work, he owns Silently Speaking LLC, a business related to his interest in playing drums. Surience Private Wealth LLC provides investment management, financial planning, and retirement-plan consulting to individuals, including high net worth clients, as well as institutional entities. The firm employs proprietary econo-physics based mathematical models combined with qualitative analysis and manages portfolios primarily through individual securities and ETFs, offering a risk-managed, trend-focused approach.

Concentrated stock management Divorce financial planning Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting

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