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SEATTLE WEALTH MANAGEMENT LLC
8301-A 5th Avenue Ne
Seattle, Washington 98115
Tel: 206-956-9445
About SEATTLE WEALTH MANAGEMENT LLC
SEATTLE WEALTH MANAGEMENT LLC, formally registered with the SEC as SEATTLE WEALTH MANAGEMENT LLC. The firm was established in 01/25/2017. They have over 1 offices throughout the country.
SEATTLE WEALTH MANAGEMENT LLC is a Seattle, Washington based Financial Planning firm with nearly $119,332,000 assets under management, offering retirement planning & investment advisory services to 299 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 285877 |
| SEC# | 801-108935 |
| Assets Managed by Firm | $119,332,000 |
| No. of Clients | 299 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 299 | $119,332,000 |
| Individuals (other than high net worth individuals) | 56 | $30,000,000 |
| High net worth individuals | 39 | $89,000,000 |
| Charitable organizations | Fewer than 5 clients | $82,000 |
| Corporations or other businesses | Fewer than 5 clients | $250,000 |
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