SAPIENCE INVESTMENTS, LLC
  • SAPIENCE INVESTMENTS, LLC
  • WING ASSET MANAGEMENT, LLC

Adviser Profile

As of Date 03/28/2026
Registration status Terminated
ADV Location IRVINE, CA, United States
Contact Info 949 xxxxxxx
Websites
AUM* 184,694,061
of that, discretionary 184,694,061 -58%
Number of Employees 7 -22%
of those in investment advisory functions 4 -20%
Private Fund GAV* 0
Avg Account Size 20,521,562 -31%
% High Net Worth 44.44% 67%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

914M 784M 653M 522M 392M 261M 131M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary