Overview
Assets Under Management: $141 million
Headquarters: MERCER ISLAND, WA
High-Net-Worth Clients: 6
Average Client Assets: $17.8 million
Frequently Asked Questions
DLK INVESTMENT ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #328897), DLK INVESTMENT ADVISORS, LLC is subject to fiduciary duty under federal law.
DLK INVESTMENT ADVISORS, LLC is headquartered in MERCER ISLAND, WA.
DLK INVESTMENT ADVISORS, LLC serves 6 high-net-worth clients according to their SEC filing dated March 30, 2026. View client details ↓
According to their SEC Form ADV, DLK INVESTMENT ADVISORS, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
DLK INVESTMENT ADVISORS, LLC manages $141 million in client assets according to their SEC filing dated March 30, 2026.
According to their SEC Form ADV, DLK INVESTMENT ADVISORS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 6
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.88%
Average Client Assets: $17.8 million
Total Client Accounts: 95
Discretionary Accounts: 90
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 328897
Filing ID: 2080257
Last Filing Date: 2026-03-30 12:01:33