SAPIENT PRIVATE WEALTH MANAGEMENT

4 known aliases resolved via the canonical alias map

Market position · 2024

Plans served4Rank #2551 of mapped providers

Assets under administration$57M0.0%Market share · rank #8071

Fees received$219,434Median $52,809/planSum across Schedule C direct + indirect

Net wins YoY+00 won · 0 lostPlan-level switch detection

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