A complete list of active advisors currently associated with Surience Private Wealth LLC

Warmer can help you find a great advisor at Surience Private Wealth LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Surience Private Wealth LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Armand Doucette	Yakima, WA	37
Bennett Wood	Yakima, WA	1

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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