Surience Private Wealth LLC
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About
Surience Private Wealth LLC provides discretionary investment management and financial planning to individuals — including high net worth clients — as well as pension and profit‑sharing plans, trusts, estates, foundations, and corporate entities. The firm offers ongoing wealth management, stand‑alone financial planning and consulting, and retirement plan sponsor advisory services.
Its investment process centers on proprietary, econo‑physics based mathematical models combined with qualitative overlays (including cycle and wave theory, fractal pattern analysis, and Hurst‑exponent metrics) to identify leading securities across baskets; models run daily with positions typically adjusted monthly and more active rebalancing in volatile markets. Portfolios are generally allocated among individual equities, fixed‑income and ETFs, and under specific circumstances can include inverse or leveraged ETFs and other alternative investments.
Distinctive features include acting as a wrap‑fee program sponsor (a bundled advisory and execution arrangement) and operating with a small advisory team, while maintaining negotiated brokerage and custody arrangements with institutional service providers. The firm also integrates its quantitative model‑driven management with comprehensive planning tools (including Monte Carlo simulations) and provides ERISA fiduciary and consulting services for plan sponsors.
Client services
Expertise
Fee options
Financial planning and consulting fees typically range from $2,500 to $50,000, generally not exceeding $20,000 annually, billed at a flat rate in advance.
$0 - $1,000,000: 1.75% $1,000,000.01 - $2,500,000: 1.45% $2,500,000.01 - $10,000,000: 1.15% $10,000,000.01 - $25,000,000: 0.85% $25,000,000.01 - $50,000,000: 0.75% $50,000,000.01+: 0.65%
Account minimum: $2,500 minimum annual fee Minimum fee: Minimum annual fee of $2,500, billed $625 quarterly, negotiable. Fee-only: Fee-only advisory services.
Main office
402 E Yakima Ave, Suite 120
Yakima WA 98901
Advisors at this office
2
Most active in
California · Texas · Washington
Also doing business as
Surience Private Wealth LLC · Surience Strategic Planning
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
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 one year of industry experience and holds a Series 65 designation. His work history includes roles at Surience Private Wealth, Suncadia, Central Washington University, SS Steiner, Fred Meyer, and West Valley School District. Surience Private Wealth LLC provides discretionary investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, foundations, and corporate entities. The firm uses proprietary econo-physics based mathematical models combined with qualitative analysis to guide its investment approach, offering a range of wealth management and consulting services.
Armand D
CFP®, ChFC®, Series 63, Series 65
Yakima, WA
Surience Private Wealth LLC
Armand Doucette is a financial advisor at Surience Private Wealth LLC with 37 years of industry experience. He holds the CFP® and ChFC® designations and has worked previously at Wells Fargo Advisors Financial Network and Merrill. Outside of his advisory work, Doucette earns income playing drums through a small private music business. Surience Private Wealth LLC provides discretionary investment management and financial planning to individuals, including high net worth clients, as well as pension plans, trusts, and corporate entities. The firm uses proprietary econo-physics based models combined with qualitative overlays to guide portfolio management and offers services including wealth management, financial planning, and retirement plan advisory.
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