Mitchell Weldon Lewis
Investment adviser representative at Sapient Private Wealth Management, LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.7BFirm assets
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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
13 years in the industry.
- Sapient Private Wealth Management, LLCJun 2017 to now
- Linfield CollegeAug 2013 to May 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
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
- 6947815
- Firm CRD
- 159419