SEATTLE WEALTH MANAGEMENT LLC

RIASEC RegisteredEst. 2017

Total AUM

$131M

Discretionary

$131M

100% of AUM

Avg account

$444K

Accounts

296

Employees

Advisory reps

Firm details

Headquarters: SEATTLE, Washington
CRD number: 285877
Registered since: January 25, 2017
Website: www.seattlewm.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI90.09%
Individuals9.91%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Seattle Wealth Management LLC is an independent, SEC-registered advisory firm organized as an LLC and operating as a capital allocator for individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and selects outside advisers and managers when appropriate. Its billing options include percentage-of-AUM fees as well as hourly and fixed-fee arrangements. According to its filing the adviser is not an active ESG investor and is not registered as a multi-state adviser or pension consultant.