Active
SURIENCE PRIVATE WEALTH LLC
Investment Advice|YAKIMA, WA
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$125.3M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 124.1M |
| Non-Discretionary | 1.2M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 313055 |
| SEC Number | 801-120656 |
| Street Address | 402 E YAKIMA AVE |
| Street Address 2 | SUITE 120 |
| Location | YAKIMA, WA 98901 |
| Country | United States |
| Phone | (509) 853-1597 |
| Fax | (509)853-1596 |
| Total Employees | 3 |
Client Count by Type (143 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 73 |
| Individuals (other than H… | 70 |
Community Partners
AGING & LONG TERM CARE
CITY OF GRANDVIEW
CITY OF GRANGER
CITY OF MOXEE
CITY OF SELAH
CITY OF SUNNYSIDE
CITY OF TIETON
CITY OF TOPPENISH
CITY OF UNION GAP
CITY OF WAPATO
CITY OF YAKIMA
CITY OF ZILLAH
COUNTY OF YAKIMA
SUNNYSIDE DIVISION BOARD OF CONTROL
TOWN OF HARRAH
TOWN OF NACHES
YAKIMA VALLEY CONFERENCE OF GOVERNMENTS
YAKIMA VALLEY OFFICE OF EMERGENCY MANAGE
AGING & LONG TERM CARE
CITY OF GRANDVIEW
CITY OF GRANGER
CITY OF MOXEE
CITY OF SELAH
CITY OF SUNNYSIDE
CITY OF TIETON
CITY OF TOPPENISH
CITY OF UNION GAP
CITY OF WAPATO
CITY OF YAKIMA
CITY OF ZILLAH
COUNTY OF YAKIMA
SUNNYSIDE DIVISION BOARD OF CONTROL
TOWN OF HARRAH
TOWN OF NACHES
YAKIMA VALLEY CONFERENCE OF GOVERNMENTS
YAKIMA VALLEY OFFICE OF EMERGENCY MANAGE
AGING & LONG TERM CARE
CITY OF GRANDVIEW
CITY OF GRANGER
CITY OF MOXEE
CITY OF SELAH
CITY OF SUNNYSIDE
CITY OF TIETON
CITY OF TOPPENISH
CITY OF UNION GAP
CITY OF WAPATO
CITY OF YAKIMA
CITY OF ZILLAH
COUNTY OF YAKIMA
SUNNYSIDE DIVISION BOARD OF CONTROL
TOWN OF HARRAH
TOWN OF NACHES
YAKIMA VALLEY CONFERENCE OF GOVERNMENTS
YAKIMA VALLEY OFFICE OF EMERGENCY MANAGE
Municipal Government
18 Active
18
Organizations
AHTANUM IRRIGATION DISTRICT
BUENA IRRIGATION DISTRICT
COWICHE SEWER DISTRICT
NACHES PARK AND RECREATION DISTRICT
NACHES-SELAH IRRIGATION DISTRICT
Naches Union Irrigation District
NORTH YAKIMA CONSERVATION DST
PORT OF GRANDVIEW
PORT OF SUNNYSIDE
ROZA IRRIGATION DISTRICT
ROZA SUNNYSIDE BOARD OF JOINT CONTROL
SELAH MOXEE IRRIGATION DISTRICT
SOUTH CENTRAL WORKFORCE DEVELOPMENT COUNCIL
SOUTH NACHES IRRIGATION DISTRICT
SOUTH YAKIMA CONSERVATION DISTRICT
SUNNYSIDE HOUSING AUTHORITY
SUNNYSIDE VALLEY IRRIGATION DISTRICT
TERRACE HEIGHTS IRRIGATION DISTRICT
TERRACE HEIGHTS SEWER DISTRICT INC
UNION GAP IRRIGATION DISTRICT
AHTANUM IRRIGATION DISTRICT
BUENA IRRIGATION DISTRICT
COWICHE SEWER DISTRICT
NACHES PARK AND RECREATION DISTRICT
NACHES-SELAH IRRIGATION DISTRICT
Naches Union Irrigation District
NORTH YAKIMA CONSERVATION DST
PORT OF GRANDVIEW
PORT OF SUNNYSIDE
ROZA IRRIGATION DISTRICT
ROZA SUNNYSIDE BOARD OF JOINT CONTROL
SELAH MOXEE IRRIGATION DISTRICT
SOUTH CENTRAL WORKFORCE DEVELOPMENT COUNCIL
SOUTH NACHES IRRIGATION DISTRICT
SOUTH YAKIMA CONSERVATION DISTRICT
SUNNYSIDE HOUSING AUTHORITY
SUNNYSIDE VALLEY IRRIGATION DISTRICT
TERRACE HEIGHTS IRRIGATION DISTRICT
TERRACE HEIGHTS SEWER DISTRICT INC
UNION GAP IRRIGATION DISTRICT
AHTANUM IRRIGATION DISTRICT
BUENA IRRIGATION DISTRICT
COWICHE SEWER DISTRICT
NACHES PARK AND RECREATION DISTRICT
NACHES-SELAH IRRIGATION DISTRICT
Naches Union Irrigation District
NORTH YAKIMA CONSERVATION DST
PORT OF GRANDVIEW
PORT OF SUNNYSIDE
ROZA IRRIGATION DISTRICT
ROZA SUNNYSIDE BOARD OF JOINT CONTROL
SELAH MOXEE IRRIGATION DISTRICT
SOUTH CENTRAL WORKFORCE DEVELOPMENT COUNCIL
SOUTH NACHES IRRIGATION DISTRICT
SOUTH YAKIMA CONSERVATION DISTRICT
SUNNYSIDE HOUSING AUTHORITY
SUNNYSIDE VALLEY IRRIGATION DISTRICT
TERRACE HEIGHTS IRRIGATION DISTRICT
TERRACE HEIGHTS SEWER DISTRICT INC
UNION GAP IRRIGATION DISTRICT
Special District
50 Active
50
Organizations
EAST VALLEY SCHOOL DISTRICT 90
EDUCATIONAL SERVICE DISTRICT 105
GRANDVIEW SCHOOL DISTRICT 116-200
GRANGER SCHOOL DISTRICT 204
HIGHLAND SCHOOL DISTRICT 203
MABTON SCHOOL DISTRICT 120
MOUNT ADAMS SCHOOL DISTRICT 209
NACHES VALLEY JOINT SCHOOL DISTRICT 3
SELAH SCHOOL DISTRICT 119
SUNNYSIDE SCHOOL DISTRICT 201
TOPPENISH SCHOOL DISTRICT 202
UNION GAP SCHOOL DISTRICT 2
WAPATO SCHOOL DISTRICT 207
WEST VALLEY SCHOOL DISTRICT 208
YAKIMA SCHOOL DISTRICT 7
ZILLAH SCHOOL DISTRICT 205 INC
EAST VALLEY SCHOOL DISTRICT 90
EDUCATIONAL SERVICE DISTRICT 105
GRANDVIEW SCHOOL DISTRICT 116-200
GRANGER SCHOOL DISTRICT 204
HIGHLAND SCHOOL DISTRICT 203
MABTON SCHOOL DISTRICT 120
MOUNT ADAMS SCHOOL DISTRICT 209
NACHES VALLEY JOINT SCHOOL DISTRICT 3
SELAH SCHOOL DISTRICT 119
SUNNYSIDE SCHOOL DISTRICT 201
TOPPENISH SCHOOL DISTRICT 202
UNION GAP SCHOOL DISTRICT 2
WAPATO SCHOOL DISTRICT 207
WEST VALLEY SCHOOL DISTRICT 208
YAKIMA SCHOOL DISTRICT 7
ZILLAH SCHOOL DISTRICT 205 INC
EAST VALLEY SCHOOL DISTRICT 90
EDUCATIONAL SERVICE DISTRICT 105
GRANDVIEW SCHOOL DISTRICT 116-200
GRANGER SCHOOL DISTRICT 204
HIGHLAND SCHOOL DISTRICT 203
MABTON SCHOOL DISTRICT 120
MOUNT ADAMS SCHOOL DISTRICT 209
NACHES VALLEY JOINT SCHOOL DISTRICT 3
SELAH SCHOOL DISTRICT 119
SUNNYSIDE SCHOOL DISTRICT 201
TOPPENISH SCHOOL DISTRICT 202
UNION GAP SCHOOL DISTRICT 2
WAPATO SCHOOL DISTRICT 207
WEST VALLEY SCHOOL DISTRICT 208
YAKIMA SCHOOL DISTRICT 7
ZILLAH SCHOOL DISTRICT 205 INC
School District
16 Active
16
Organizations
0162 HENRY REMMERDEN INC
094 YAKIMA CHAPTER OF TROUT UNLIMITED
11TH AVENUE BALLET SCHOOL FOUNDATION
261 FEARLESS CLUB NORTHWEST
26-A
331260 YAKIMA VALLEY
401-367 MCPHEE WATER USERS ASSOCIATION
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
509 BOXING GYM
509 ELITE CHEER BOOSTERS
509 INSANITY SPORTS PROGRAM THE VALLEY
81ST AVE WATER USERS ASSOCIATION
ABWR AMERICAN BEEFALO WORLD REGISTRY ASSOCIATION
ACADEMY OF DAIRY VETERINARY CONSULTANTS
AC DAMA
AC DAVIS PARENT BOOSTER
A C DAVIS PTSA 11 2 104
ADOPT RESCUE DOGS
A FLICKER OF HOPE
AGENA
0162 HENRY REMMERDEN INC
094 YAKIMA CHAPTER OF TROUT UNLIMITED
11TH AVENUE BALLET SCHOOL FOUNDATION
261 FEARLESS CLUB NORTHWEST
26-A
331260 YAKIMA VALLEY
401-367 MCPHEE WATER USERS ASSOCIATION
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
509 BOXING GYM
509 ELITE CHEER BOOSTERS
509 INSANITY SPORTS PROGRAM THE VALLEY
81ST AVE WATER USERS ASSOCIATION
ABWR AMERICAN BEEFALO WORLD REGISTRY ASSOCIATION
ACADEMY OF DAIRY VETERINARY CONSULTANTS
AC DAMA
AC DAVIS PARENT BOOSTER
A C DAVIS PTSA 11 2 104
ADOPT RESCUE DOGS
A FLICKER OF HOPE
AGENA
0162 HENRY REMMERDEN INC
094 YAKIMA CHAPTER OF TROUT UNLIMITED
11TH AVENUE BALLET SCHOOL FOUNDATION
261 FEARLESS CLUB NORTHWEST
26-A
331260 YAKIMA VALLEY
401-367 MCPHEE WATER USERS ASSOCIATION
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
509 BOXING GYM
509 ELITE CHEER BOOSTERS
509 INSANITY SPORTS PROGRAM THE VALLEY
81ST AVE WATER USERS ASSOCIATION
ABWR AMERICAN BEEFALO WORLD REGISTRY ASSOCIATION
ACADEMY OF DAIRY VETERINARY CONSULTANTS
AC DAMA
AC DAVIS PARENT BOOSTER
A C DAVIS PTSA 11 2 104
ADOPT RESCUE DOGS
A FLICKER OF HOPE
AGENA
Nonprofit Organization
1167 Active
1167
Organizations
Community Partners134 organizations
AGING & LONG TERM CARE
Municipal Government·YAKIMA
SUNNYSIDE DIVISION BOARD OF CONTROL
Municipal Government·SUNNYSIDE
TOWN OF HARRAH
Municipal Government·HARRAH
YAKIMA VALLEY CONFERENCE OF GOVERNMENTS
Municipal Government·YAKIMA
YAKIMA VALLEY OFFICE OF EMERGENCY MANAGE
Municipal Government·UNION GAP
AHTANUM IRRIGATION DISTRICT
Special District·YAKIMA
BUENA IRRIGATION DISTRICT
Special District·BUENA
COWICHE SEWER DISTRICT
Special District·COWICHE
NACHES PARK AND RECREATION DISTRICT
Special District·NACHES
NACHES-SELAH IRRIGATION DISTRICT
Special District·SELAH
Naches Union Irrigation District
Special District·Yakima
NORTH YAKIMA CONSERVATION DST
Special District·YAKIMA
PORT OF SUNNYSIDE
Special District·SUNNYSIDE
ROZA SUNNYSIDE BOARD OF JOINT CONTROL
Special District·SUNNYSIDE
SELAH MOXEE IRRIGATION DISTRICT
Special District·MOXEE
SOUTH NACHES IRRIGATION DISTRICT
Special District·Naches
SOUTH YAKIMA CONSERVATION DISTRICT
Special District·ZILLAH
SUNNYSIDE VALLEY IRRIGATION DISTRICT
Special District·SUNNYSIDE
TERRACE HEIGHTS IRRIGATION DISTRICT
Special District·MOXEE
TERRACE HEIGHTS SEWER DISTRICT INC
Special District·YAKIMA
UNION GAP IRRIGATION DISTRICT
Special District·WAPATO
WENAS IRRIGATION DISTRICT
Special District·NACHES
YAKIMA COUNTY DIKE DISTRICT 1
Special District·YAKIMA
YAKIMA COUNTY DRAINAGE DISTRICT 11
Special District·MOXEE
YAKIMA COUNTY DRAIN DISTRICT 12
Special District·YAKIMA
YAKIMA COUNTY DRAIN DISTRICT 16
Special District·SUNNYSIDE
YAKIMA COUNTY DRAIN DISTRICT 28
Special District·NACHES
YAKIMA COUNTY DRAIN DISTRICT 7
Special District·SUNNYSIDE
YAKIMA COUNTY FIRE DISTRICT
Special District·ZILLAH
YAKIMA COUNTY FIRE DISTRICT 3
Special District·NACHES
YAKIMA COUNTY FIRE PROTECTION DISTRICT 1
Special District·COWICHE
YAKIMA COUNTY FIRE PROTECTION DISTRICT 10
Special District·YAKIMA
YAKIMA COUNTY FIRE PROTECTION DISTRICT 11
Special District·YAKIMA
YAKIMA COUNTY FIRE PROTECTION DISTRICT 14
Special District·NACHES
YAKIMA COUNTY FIRE PROTECTION DISTRICT 3
Special District·NACHES
YAKIMA COUNTY FIRE PROTECTION DISTRICT 4
Special District·YAKIMA
YAKIMA COUNTY FIRE PROTECTION DISTRICT 6
Special District·YAKIMA
YAKIMA COUNTY FIRE PROTECTION DISTRICT 7
Special District·MABTON
YAKIMA COUNTY FIRE PROTECTION DISTRICT 9
Special District·COWICHE
YAKIMA COUNTY LEAD TASK FORCE
Special District·ZILLAH
YAKIMA COUNTY MOSQUITO CONTROL DISTRICT 1
Special District·YAKIMA
YAKIMA REGIONAL CLEAN AIR AGENCY
Special District·YAKIMA
YAKIMA RESERVATION IRRIGATION DISTRICT
Special District·YAKIMA
ZILLAH IRRIGATION DISTRICT
Special District·ZILLAH
EDUCATIONAL SERVICE DISTRICT 105
School District·YAKIMA
0162 HENRY REMMERDEN INC
Nonprofit Organization·YAKIMA
094 YAKIMA CHAPTER OF TROUT UNLIMITED
Nonprofit Organization·YAKIMA
11TH AVENUE BALLET SCHOOL FOUNDATION
Nonprofit Organization·Yakima
261 FEARLESS CLUB NORTHWEST
Nonprofit Organization·Yakima
26-A
Nonprofit Organization·YAKIMA
331260 YAKIMA VALLEY
Nonprofit Organization·Yakima
401-367 MCPHEE WATER USERS ASSOCIATION
Nonprofit Organization·Naches
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Selah
509 BOXING GYM
Nonprofit Organization·Yakima
509 ELITE CHEER BOOSTERS
Nonprofit Organization·Yakima
509 INSANITY SPORTS PROGRAM THE VALLEY
Nonprofit Organization·Sunnyside
81ST AVE WATER USERS ASSOCIATION
Nonprofit Organization·Yakima
ABWR AMERICAN BEEFALO WORLD REGISTRY ASSOCIATION
Nonprofit Organization·Zillah
ACADEMY OF DAIRY VETERINARY CONSULTANTS
Nonprofit Organization·Sunnyside
AC DAMA
Nonprofit Organization·Moxee
AC DAVIS PARENT BOOSTER
Nonprofit Organization·Yakima
A C DAVIS PTSA 11 2 104
Nonprofit Organization·YAKIMA
ADOPT RESCUE DOGS
Nonprofit Organization·Cowiche
A FLICKER OF HOPE
Nonprofit Organization·MOXEE
AGENA
Nonprofit Organization·TOPPENISH
AGLOW INTERNATIONAL
Nonprofit Organization·Yakima
AH NP1 I
Nonprofit Organization·SUNNYSIDE
AH NP2
Nonprofit Organization·SUNNYSIDE
AH NP3
Nonprofit Organization·SUNNYSIDE
AH NP4
Nonprofit Organization·SUNNYSIDE
AH NP5
Nonprofit Organization·SUNNYSIDE
AH NP6
Nonprofit Organization·SUNNYSIDE
AH NP7
Nonprofit Organization·SUNNYSIDE
AH NP8
Nonprofit Organization·SUNNYSIDE
AH NPP
Nonprofit Organization·SUNNYSIDE
AHTANUM VALLEY MUSEUM
Nonprofit Organization·WAPATO
AHTANUM VALLEY P T A
Nonprofit Organization·Yakima
AL-ANON STEPS TO RECOVERY
Nonprofit Organization·Yakima
ALL MUTTS GREAT AND SMALL
Nonprofit Organization·YAKIMA
ALL STATE BASEBALL
Nonprofit Organization·YAKIMA
ALMOSTA RANCH ALPACAS
Nonprofit Organization·GRANDVIEW
ALMOSTA RANCH ALPACAS
Nonprofit Organization·GRANDVIEW
ALPHA DELTA KAPPA SORORITY INC
Nonprofit Organization·Sunnyside
ALPHA DELTA KAPPA SORORITY INC
Nonprofit Organization·Yakima
ALPHA DELTA KAPPA SORORITY INC
Nonprofit Organization·Toppenish
ALPHA DELTA KAPPA SORORITY INC
Nonprofit Organization·Yakima
ALPHA MULTITUDE MINISTRY
Nonprofit Organization·Yakima
Amateur Athletic Union of the United
Nonprofit Organization·Yakima
AMATEUR ATHLETIC UNION OF THE UNITED STATES
Nonprofit Organization·Selah
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
Nonprofit Organization·Tieton
Amateur Athletic Union of the US Yakima
Nonprofit Organization·Yakima
AMERICAN ASSOCIATION OF UNIVERSITY WOMEN
Nonprofit Organization·Yakima
AMERICAN DWARF HOP PROMOTION ASSOCIATION
Nonprofit Organization·Moxee
AMERICAN FEDERATION OF STATE COUNTY
Nonprofit Organization·SELAH
AMERICAN FEDERATION OF STATE COUNTY AND MUNICIPAL EMPLOYEES
Nonprofit Organization·Yakima