AUMdb
SA

Sapiens Advisors Llc

State-registered Investment Adviser · Boutique (under $100M) CRD 341254 · Coral Gables, FL
☆ Save with Pro ADV data as of Aug 06, 2026
Regulatory AUM
$0
Discretionary
$0
Clients
—
Avg AUM / client
—
Accounts
0
Employees
5

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • • Percentage of assets under management
  • • Hourly charges
  • • Fixed fees
  • • Other fees
  • • CONSULTING FEES

Services

  • • Portfolio management for individuals/small businesses
  • • Portfolio management for businesses/institutional clients
  • • Selection of other advisers
  • • Other services

Custody

Firm reports having custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 06, 2026.

View current Form ADV (SEC/IAPD) ↗