DBA: P3 ASSET MANAGEMENT
| Total AUM | $40.3M |
| Discretionary | $40.3M100% of AUM |
| Client Accounts | 8 |
| Avg Account Size | $5.0M |
| Employees | 3 |
| Peak AUM | $43.0MNov 2025 |
Total AUM
$40M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $40M | — | — | — | |
| Discretionary AUM | $40M | — | |||
| Total AUM | $40.3M |
| Discretionary | $40.3M |
| Employees | 3 |
| Client Accounts | 8 |
| Client Range | 0 |
Address
7195 WAGNER WAY NW
GIG HARBOR WA 98335
Phone
253-470-4977
Filing History
13 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$40M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
| — |
| Total Accounts | 8 | — | — | — |
| Avg Account Size | $5M | — | — | — |
| Employees | 3 | 40.0% | 28.5% | — |
| AUM / Employee | $13M | — | — | — |
Client AUM Segments | |||||
| Fund / Pooled AUM | $40M | — | — | — | |
Client Count Segments | |||||
| Pooled / Fund | 1 | — | — | — | |