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Home > Retirement Planners > washington > federal way > 180 WEALTH ADVISORS, LLC
180 WEALTH ADVISORS, LLC
32125 32nd Avenue South, Suite 100
Federal Way, Washington 98001
Tel: (253) 394-0720
About 180 WEALTH ADVISORS, LLC
180 WEALTH ADVISORS, LLC, formally registered with the SEC as 180 WEALTH ADVISORS, LLC. The firm was established in 04/07/2017. They have over 1 offices throughout the country.
180 WEALTH ADVISORS, LLC is a Federal Way, Washington based Financial Planning firm with nearly $853,000,000 assets under management, offering retirement planning & investment advisory services to 2800 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 284921 |
| SEC# | 801-110219 |
| Assets Managed by Firm | $853,000,000 |
| No. of Clients | 2800 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2800 | $853,000,000 |
| Individuals (other than high net worth individuals) | 656 | $336,000,000 |
| High net worth individuals | 964 | $477,000,000 |
| Pension and profit sharing plans | 20 | $40,000,000 |
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