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Adviser Profile

As of Date 03/31/2026
Registration SEC, Approved, 03/09/2022
ADV Location SEATTLE, WA, United States
Contact Info 206 xxxxxxx
Websites
AUM* 9,036,332 11%
of that, discretionary 9,036,332 11%
Number of Employees
of those in investment advisory functions
Private Fund GAV* 0
Avg Account Size 9,036,332 11%
% High Net Worth 1.15% 1%
SMA’s No
Private Funds 0

Adviser Type

- Multi-state adviser
- Internet adviser

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles

Compensation Arrangments

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

Reported AUM

9M 8M 6M 5M 4M 3M 1M
2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary