| As of Date | 09/11/2026 |
| Registration | SEC, Approved, 06/06/2025 |
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| ADV Location | BELLEVUE, WA, United States |
| Contact Info | (42 xxxxxxx |
| Websites |
| AUM* | 982,530,630 |
| of that, discretionary | 982,530,630 100% |
| Number of Employees | 19 1800% |
| of those in investment advisory functions | 9 800% |
| Private Fund GAV* | 0 |
| Avg Account Size | 321,509 |
| % High Net Worth | 24.04% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds