| As of Date | 05/19/2026 |
| Registration | SEC, Approved, 04/07/2022 |
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| ADV Location | SEATTLE, WA, United States |
| Contact Info | 206 xxxxxxx |
| AUM* | 169,666,110 17% |
| of that, discretionary | 169,666,110 17% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,651,033 30% |
| % High Net Worth | 89.29% 2% |
| SMA’s | No |
| Private Funds | 0 |
- High net worth individuals
- Charitable organizations
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds