Overview
Assets Under Management: $131 million
Headquarters: SEATTLE, WA
High-Net-Worth Clients: 51
Average Client Assets: $2 million
Frequently Asked Questions
SEATTLE WEALTH MANAGEMENT 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 #285877), SEATTLE WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
SEATTLE WEALTH MANAGEMENT LLC is headquartered in SEATTLE, WA.
SEATTLE WEALTH MANAGEMENT LLC serves 51 high-net-worth clients according to their SEC filing dated January 14, 2026. View client details ↓
According to their SEC Form ADV, SEATTLE WEALTH MANAGEMENT LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
SEATTLE WEALTH MANAGEMENT LLC manages $131 million in client assets according to their SEC filing dated January 14, 2026.
According to their SEC Form ADV, SEATTLE WEALTH MANAGEMENT LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 51
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.09
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 296
Discretionary Accounts: 296
Regulatory Filings
CRD Number: 285877
Filing ID: 2037919
Last Filing Date: 2026-01-14 19:18:27