| As of Date | 03/02/2026 |
| Registration | SEC, Approved, 10/21/2010 |
| ADV Location | BELLEVUE, WA, United States |
| Contact Info | 425 xxxxxxx |
| Websites |
| AUM* | 1,340,535,838 79% |
| of that, discretionary | 1,339,726,816 79% |
| Number of Employees | 3 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,529,313 39% |
| % High Net Worth | 92.94% 4% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name BAKER TILLY | Filing Date09/09/2025 | Form ADV-E View Report |
| Accounting Firm Name MOSS ADAMS | Filing Date01/31/2025 | Form ADV-E View Report |
| Accounting Firm Name MOSS ADAMS LLP | Filing Date11/06/2023 | Form ADV-E View Report |