Sapient Private Wealth Management Revenue, Growth & Competitor Profile

DBA SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES LLC
DBA SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC

Company Profile & Annual Report for Sapient Private Wealth Management

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Sapient Private Wealth Management Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	10 - 100Exact Company Size
Primary Industry	52312 Securities Brokerage
Address	101 East Broadway Suite 480 Eugene, OR 97401

Note: Revenues for privately held companies are statistical evaluations.


Sapient Private Wealth Management's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Sapient Private Wealth Management's annual revenues are $10 - $100 million (see exact revenue data)
• What industry is the company in?
  • Sapient Private Wealth Management is classified as operating in the Securities Brokerage industry, NAICS Code 52312.

Sapient Private Wealth Management Annual Revenue and Growth Rate

Sapient Private Wealth Management	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	$10 - $100 million Details in Premium Report
2024
2023
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Sapient Private Wealth Management's revenues are gauged from an analysis of company filings.

Sapient Private Wealth Management's Income Statement (based on Industry Averages)

Sapient Private Wealth Management P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Trademark Applications

Trademark applications show the products and services that Sapient Private Wealth Management is developing and marketing. Sapient Private Wealth Management doesn't have any recent trademark applications, indicating Sapient Private Wealth Management is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
SAPIENT PRIVATE WEALTH MANAGEMENT Financial services, namely, wealth management, employee financial benefit plans and investment consulting services	07/31/2015

See all trademarks and details in the Full Report.

Market Share of Sapient Private Wealth Management's Largest Competitors

A competitive analysis shows these companies are in the same general field as Sapient Private Wealth Management, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
RITE-VALUE PHARMACY	Louisa, KY	100
CHARLES SCHWAB BANK SSB	Westlake, TX	47
LPL FINANCIAL	Fort Mill, SC	28
UBS FINANCIAL SERVICES	Weehawken, NJ	26
RBC USA HOLDCO	Minneapolis, MN	18
TD AMERITRADE INVESTMENT MANAGEMENT	Omaha, NE	14
AMERITRADE ONLINE HOLDINGS	Omaha, NE	14
MIZUHO SECURITIES USA	New York, NY	12
ROBERT W. BAIRD	Milwaukee, WI	10

Nearby Competitors

These companies are similar in business line and location to Sapient Private Wealth Management. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
ROEHL & YI INVESTMENT ADVISORS	Eugene, OR	100
UMPQUA VALLEY FINANCIAL	Roseburg, OR	99
SAPIENT PRIVATE WEALTH MANAGEMENT	Eugene, OR	82
PARSONS FINANCIAL SERVICES	Cottage Grove, OR	53
WILLAMETTE WEALTH PARTNERS	Eugene, OR	47
SITTNER & NELSON	Eugene, OR	35

Future Competition: Sapient Private Wealth Management's Fastest Growing Competitors

These companies are in the same general field as Sapient Private Wealth Management and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)