| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 06/05/2025 |
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| ADV Location | BELLEVUE, WA, United States |
| Contact Info | 206 xxxxxxx |
| Websites |
| AUM* | 179,594,386 |
| of that, discretionary | 179,594,386 100% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 5,442,254 |
| % High Net Worth | 100.00% |
| SMA’s | No |
| Private Funds | 0 |
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name ASSURANCE DIMENSIONS | Filing Date01/26/2026 | Form ADV-E View Report |