| As of Date | 05/07/2026 |
| Registration | SEC, Approved, 04/19/2007 |
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| ADV Location | LYNNWOOD, WA, United States |
| Contact Info | 425 xxxxxxx |
| Websites |
| AUM* | 455,536,320 33% |
| of that, discretionary | 455,536,320 33% |
| Number of Employees | 6 |
| of those in investment advisory functions | 6 20% |
| Private Fund GAV* | 0 |
| Avg Account Size | 371,260 19% |
| % High Net Worth | 35.57% 11% |
| 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
- A percentage of assets under your management
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 HEFFERNAN ADVISORY, INC. | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM409.6m | #Funds- | |
| Adviser JPS FINANCIAL, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM377.0m | #Funds- | |
| Adviser BARON 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- | AUM369.1m | #Funds- | |
| Adviser 25 FINANCIAL | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM545.0m | #Funds- | |
| Adviser BRADLEY WEALTH LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM196.7m | #Funds- | |
| Adviser ENTRUITY WEALTH, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM171.3m | #Funds- | |
| Adviser JOHN A. WOLFE & ASSOCIATES, INC. | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM560.7m | #Funds- | |
| Adviser FINANCIAL GUIDANCE GROUP, INC. | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM288.4m | #Funds- | |
| Adviser B3 WEALTH STRATEGIES | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM35.8m | #Funds- | |
| Adviser KING WEALTH MANAGEMENT GROUP, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM1.1b | #Funds- |