Alexander G Erwin
Investment adviser representative at Sapient Private Wealth Management, LLC
10 yearsExperience
1 stateRegistered in
$1.7BFirm assets
15 yearsFirm in business
Are you Alexander G Erwin? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Sapient Private Wealth Management, LLCSep 2021 to now
- Legacy Financial ServicesJan 2017 to Aug 2021
- Wells Fargo Home MortgagesJul 2016 to Jan 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (OR).
Sapient Private Wealth Management, LLC
Legal name: Sapient Private Wealth Management Services, LLC
$1.7BAssets managed
661Clients
13Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5559379
- Firm CRD
- 159419