MAINSPRING WEALTH ADVISORS
Firm details
- Headquarters
- BELLEVUE, Washington
- CRD number
- 288790
- Website
- www.mainspringwa.com
- Fee structure
- Other
Firm profile
FINTRXOverview
Mainspring Wealth Advisors is organized as a limited liability company and operates as an independent registered investment adviser. The firm is owner-operated and is classified as an independent RIA rather than a capital allocator or a fund manager. Reported business activity indicates a traditional advisory model that relies on third‑party managers for certain exposures rather than operating proprietary fund platforms. Investment activity is focused on using pooled products for core allocations and selective third‑party real estate managers for alternative exposure. The firm is not listed as an active ESG investor. The fee structure is reported as “Other,” which suggests they use a nonstandard or blended billing approach rather than a simple AUM‑only fee schedule; specifics on whether that means subscription, retainer, or hybrid billing are not provided in the available record.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4KEVIN SKOGEN
CEO & PartnerCRD 4699376
TRISHA SANIDAD
COOCRD 4251127
VANDANA NAIR
Chief Operating OfficerCRD 6686456
Contacts
3 of 9JEREMY TAYLOR
President & Financial PlannerCRD 4754118
BRADY REDINGTON
SENIOR ASSOCIATE FINANCIAL PLANNERCRD 6354422
AMBER BILLETER
Financial PlannerCRD 6459571
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BELLEVUE, WA
KING
Location
BELLEVUE, WA
Headquartered in BELLEVUE, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- KING
- Address
- 11400 SE 8th St
- Time zone
- PT (UTC-8)
- Office locations
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