Gregory Patrick Erwin

Financial advisor at Sapient Private Wealth Management, LLC · Eugene, OR

Last updated 2026-10-10

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Gregory Patrick Erwin is a financial advisor at Sapient Private Wealth Management, LLC in Eugene, OR, CRD 1184802. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2003-04-23.

Registration

CRD number
1184802
Registration status
Active
IAPD registration
2003-04-23
Industry Experience
23 years
Work Experience
15 years
States registered
OR

Licenses and exams

  • Series 63
  • Series 65

Work history

  • 2011-09 to Present · Sapient Private Wealth Management, LLC · Eugene, OR

Current employment

SEC IAPD record for Gregory Patrick Erwin

Sapient Private Wealth Management, LLC

Regulatory AUM
$1,745,762,088
Registered advisors
13
Offices
1
Clients per advisor
50.8 (Low)
Average AUM per client
$2.6M (Low)
High-net-worth client ratio
49.2% (Moderate)

Sapient Private Wealth Management, LLC: advisors, services and reported ETF investments

About

Gregory Patrick Erwin is a financial advisor at Sapient Private Wealth Management, LLC in Eugene, OR. Reported securities licenses include Series 63 and Series 65. The latest record indicates 23 years of industry experience and 15 years of reported work history.

Sapient Private Wealth Management, LLC's firm-level Form ADV reports 13 advisors across 1 offices; approximately 50.8 clients per advisor, average assets per client of $2,641,092, and regulatory AUM of $1.7B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, State or municipal government entities, and Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, and Selection of Other Advisers.

What this firm offers

Filed by Sapient Private Wealth Management, LLC on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Selection of Other Advisers

Fee options

  • Percentage of Assets Under Management
  • Fixed Fees (Other Than Subscription)

Business and affiliations

  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Commodity Pool Operator or CTA
  • Futures Commission Merchant
  • Accountant or Accounting Firm
  • Lawyer or Law Firm
  • Insurance Company or Agency
  • Pension Consultant
  • Real Estate Broker or Dealer
  • Sponsor or Syndicator of Limited Partners
  • Sponsor or GP of Pooled Investment Vehicl

Location

101 East Broadway, Eugene, OR 97401

13 advisors at this office.

Sapient Private Wealth office in Eugene, OR

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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