| As of Date | 03/27/2026 |
| Registration | SEC, Approved, 05/15/2020 |
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| ADV Location | KIRKLAND, WA, United States |
| Contact Info | 425 xxxxxxx |
| Websites |
| AUM* | 535,426,153 16% |
| of that, discretionary | 535,426,153 16% |
| Number of Employees | 9 |
| of those in investment advisory functions | 8 14% |
| Private Fund GAV* | 0 |
| Avg Account Size | 226,300 6% |
| % High Net Worth | 22.98% 2% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds
| Adviser | Hedge Fund | Liquidity Fund | Private Equity Fund | Real Estate Fund | Securitized Asset Fund | Venture Capital Fund | Other Fund | Total Private Fund GAV | AUM | #Funds | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Adviser KURE ADVISORY, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM259.0m | #Funds- | |
| Adviser WALDMAN FINANCIAL ADVISERS | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM104.3m | #Funds- | |
| Adviser PWA FINANCIAL | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM267.9m | #Funds- | |
| Adviser MAIN STREET RETIREMENT PLANNING, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM716.6m | #Funds- | |
| Adviser POLARIS WEALTH ADVISORY GROUP | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM1.5b | #Funds- | |
| Adviser COMPASS FINANCIAL SERVICES | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM407.4m | #Funds- | |
| Adviser MARMO FINANCIAL GROUP, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM295.2m | #Funds- | |
| Adviser CAROLINA WEALTH ADVISORS | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM313.4m | #Funds- | |
| Adviser APPLIED CAPITAL | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM157.4m | #Funds- | |
| Adviser BIRCH WEALTH MANAGEMENT | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM62.1m | #Funds- |