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 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.

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.