Adviser Profile

As of Date 02/17/2026
Registration SEC, Approved, 03/04/2022
Other registrations (1)
ADV Location BOTHELL, WA, United States
Contact Info 425 xxxxxxx
AUM* 137,308,342 26%
of that, discretionary 0
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 1,855,518 26%
% High Net Worth 62.16% 35%
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

137M 118M 98M 78M 59M 39M 20M
2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary