Surience Private Wealth LLC

Surience Private Wealth LLC is a registered investment adviser founded in 2021, offering personalized investment and wealth management services to various clients, including individuals, high net worth individuals, families, and institutional investors. The firm operates under a fiduciary standard of care, providing discretionary portfolio management services tailored to clients' needs and goals. Investment strategies are based on econo-physics mathematical models, qualitative and quantitative analysis, and aim to outperform markets. Clients' portfolios primarily consist of individual equity and debt securities, and ETFs, with periodic reviews to ensure alignment with strategies. The firm charges fees based on a tiered structure tied to assets under management, ranging from 1.75% for assets up to $999,999 to 0.95% for assets between $10,000,000 and $25,000,000. SPW offers services on a fee-only basis, with fees generally billed quarterly in advance. Clients may impose reasonable restrictions on account management. SPW does not charge performance-based fees or engage in side-by-side management. The firm does not have any disciplinary information to report and does not participate in soft-dollar relationships. Clients' assets are held by a qualified custodian, and SPW typically exercises investment discretion over client accounts, following stated investment objectives. Clients retain responsibility for voting proxies on securities held in their portfolios.