Inactive

Laura Li-Wen Chen

Sapient Private Wealth Management, LLC

CRD 7898469

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Employer firm

Sapient Private Wealth Management, LLC CRD 159419

$1.75B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Sapient Private Wealth Management, Llc

101 East Broadway Suite 480, Eugene, OR 97401 • United States

Current Registrations

Authority	Category	Status	Date
OR	RA	APPROVED	2024-04-29

OR RA
APPROVED

Since 2024-04-29

Branch Locations

101 East Broadway Suite 480, Eugene, OR 97401 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Sapient Private Wealth Management	Eugene	OR	06/2023	Present
Dynamo Software	Watertown	MA	08/2021	06/2023
University Of Oregon Foundation	Eugene	OR	12/2002	06/2021

06/2023 → Present

Sapient Private Wealth Management

Eugene, OR
08/2021 → 06/2023

Dynamo Software

Watertown, MA
12/2002 → 06/2021

University Of Oregon Foundation

Eugene, OR

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-04-29

S65 Uniform Investment Adviser Law Examination

2024-04-29

View on SEC IAPD

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