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.
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 |