Adviser Profile
| As of Date | 02/26/2026 |
| Registration | SEC, Approved, 04/14/2025 |
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| Former registrations | |
| ADV Location | KIRKLAND, WA, United States |
| Contact Info | 206 xxxxxxx |
| Websites |
| AUM* | 117,107,722 13% |
| of that, discretionary | 108,718,080 14% |
| Number of Employees | 1 -67% |
| of those in investment advisory functions | 1 -50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 212,537 5% |
| % High Net Worth | 16.35% 90% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
Advisory Activities
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
109M
93M
78M
62M
47M
31M
16M
2025
2026
Private Funds
No private funds