|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Seattle Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 285877 |
| SEC # | 801-108935 |
| CIK # | |
| AUM | $119.3 M (2025-02-24) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 206-956-9445 |
| Address | 8301A 5th Avenue NE Seattle, WA 98115 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 56 | 30.0 |
| (b) Individuals (high net worth individuals) | 39 | 89.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 299 | 119.3 |
| By Discretionary | ||
| Discretionary | 299 | 119.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 299 | 119.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 119.3 | |
| Total | 299 | 119.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Fogarty Wealth Management Inc
✚
|
TX | 0.1 |
|
Pariax LLC
✚
|
CA | 0.1 |
|
AXIM Wealth Management LLC
✚
|
OH | 0.1 |
|
Plan2Thrive Financial LLC
✚
|
IA | 0.1 |
|
Shannon T Pitner and Company
✚
|
FL | 0.1 |
|
Dedicated Capital Advisors LLC
✚
|
CA | 0.1 |
|
LD Lowe Wealth Advisory Inc
✚
|
TX | 0.1 |
|
FREC Advisers LLC
✚
|
CA | 0.1 |
|
Sklar Capital Advisors LLC
✚
|
NM | 0.1 |
|
HDA Wealth Management LLC
✚
|
OH | 0.1 |