You're signed outSign in or to get full access.
Surience Private Wealth LLC
Surience Private Wealth LLC is a registered investment adviser headquartered in Yakima, Washington. Founded in 2021 by Armand Doucette, the firm specializes in personalized investment management and wealth planning services, catering primarily to individual clients and high-net-worth individuals. The firm manages portfolios tailored to clients' specific needs and does not provide services to pooled investment vehicles, institutions, or corporations. Surience operates with a small team and is committed to fiduciary standards and individualized attention.
Investment Strategy
Surience Private Wealth LLC focuses on personalized and dynamic investment strategies for individual clients, utilizing a diversified approach centered around clients' specific financial needs and goals. The firm constructs and manages customized portfolios, emphasizing direct engagement and fiduciary responsibility. Its investment philosophy prioritizes risk management, disciplined asset allocation, and adapting strategies to changing market conditions, with an emphasis on long-term wealth growth for individuals and families.
Latest 13F Filing Activity
Surience Private Wealth LLC filed their most recent 13F report on Sep 30, 2025 disclosing 29 equity positions with a total 13F market value of $109M. The fund increased holdings in Ishares TR, SPDR Series Trust, Ishares TR among other positions. Surience Private Wealth LLC reduced exposure to SPDR Series Trust, Ishares TR, SPDR S&P 500 Etf TR among others.
Top Holdings
Equity Positions (29)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IWM | ISHARES TR | 12.85% | $14.1M | 58,082 | $241.96 | $241.96 | +$14.1M |
I ITA | ISHARES TR | 12.34% | $13.5M | 64,527 | $188.64 | $209.26 | +$840.1K |
X XHB | SPDR SERIES TRUST | 7.78% | $8.5M | 76,820 | $110.80 | $110.80 | +$8.5M |
I IXP | ISHARES TR | 7.68% | $8.4M | 67,959 | $123.59 | $123.59 | +$8.4M |
Q QQQ | INVESCO QQQ TR | 7.23% | $7.9M | 13,166 | $551.64 | $600.37 | -$3.8M |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more