| Total AUM | $1.60B |
| Discretionary | $1.60B100% of AUM |
| Client Accounts | 4,049 |
| Avg Account Size | $396K |
| Employees | 12 |
| Peak AUM | $1.60BMar 2026 |
| AUM CAGR | +19.8% /yrover 13 yrs · 28 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.6B | +30.4% | +23.8% | +17.6% | |
| Discretionary AUM | |||||
| Total AUM | $1.60B |
| Discretionary | $1.60B |
| Employees | 12 |
| Client Accounts | 4049 |
| Client Range | 26-50 |
Address
11 BELLWETHER WAY, SUITE 301
BELLINGHAM WA 98225-2956
Phone
360-714-1234
Filing History
28 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.6B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
No related registrations reported
Total AUM
$1.6B
| $1.6B |
| +30.4% |
| +23.8% |
| +17.6% |
| Total Accounts | 4k | +8.2% | +9.2% | +6.9% |
| Avg Account Size | $396,310.177 | +20.5% | +13.4% | +10.1% |
| Employees | 12 | 25.0% | 7.2% | 0.0% |
| AUM / Employee | $134M | +73.9% | +33.4% | +17.6% |
Client AUM Segments | |||||
| Wealth AUM | $1.6B | +30.6% | +24.0% | +17.6% | |
| Institutional AUM | $9M | +8.5% | +5.0% | +16.9% | |
Client Count Segments | |||||
| HNW Clients | 596 | 1.2% | +2.4% | +3.1% | |
| Institutional | 19 | +35.7% | +33.4% | — | |
| Individuals | 309 | +34.9% | +24.0% | +16.3% | |