180 Wealth Advisors, LLC
Firm details
- Headquarters
- Federal Way, Washington
- CRD number
- 284921
- Registered since
- April 7, 2017
- Website
- www.180wealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI58.95%
- Individuals35.53%
- Pension & Profit Sharing Plans5.52%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
180 Wealth Advisors, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2017. The firm is owned by an individual and acts as a capital allocator for both individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting services, and selection of other advisers. Fee arrangements can be based on a percentage of assets under management, hourly charges, or fixed fees. The firm does not identify as an active ESG investor and does not list multi-state registration.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities60%
- Public Funds/Mutual Funds25%
- Cash & Cash Equivalents10%
- US Government Bonds2%
- State & Local Bonds1%
Owners & executives
1 of 1
Brett Garver
Chief Compliance Officer & Chief Operating OfficerCRD 4348480
Contacts
3 of 5
Darren Henke
Managing PartnerCRD 1828390
Sylvia Parker
Senior Wealth ManagerCRD 4085110
Richard Buchan
Managing PartnerCRD 2079127
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 142Active vs passive
$281M in ETFs
79%
$221M
14%
$59.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI GLOBAL SILVER AND METALS MINERS ETF (SLVP) | BlackRock | Passive | Equity Precious Metals | $16.2M | 524,854 | 5.76% |
Location
Federal Way, WA
King
Location
Federal Way, WA
Headquartered in Federal Way, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- King
- Address
- 32125 32nd Ave S
- Time zone
- PT (UTC-8)
- Office locations
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