| Total AUM | $331.5M |
| Discretionary | $327.4M99% of AUM |
| Non-Discretionary | $4.0M |
| Client Accounts | 446 |
| Avg Account Size | $743K |
| Employees | 5 |
| Peak AUM | $331.5MFeb 2026 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $331M | +39.5% | — | — | |
| Discretionary AUM | $327M | ||||
| Total AUM | $331.5M |
| Discretionary | $327.4M |
| Employees | 5 |
| Client Accounts | 446 |
| Client Range | 101-250 |
Address
1102 BROADWAY SUITE 312
TACOMA WA 98402
Phone
253-448-2107
Filing History
16 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$327M
98.8% of AUM
Non-Discretionary
$4M
1.2% of AUM
Disc. mix ▲ 0.6pp vs 1 year ago
Custody
No related registrations reported
Total AUM
$331M
| — |
| — |
| Non-Disc. AUM | $4M | 5.1% | — | — |
| Total Accounts | 446 | +52.7% | — | — |
| Avg Account Size | $743,214.33 | 8.7% | — | — |
| Employees | 5 | +25.0% | +32.2% | — |
| AUM / Employee | $66M | +11.6% | — | — |
Client AUM Segments | |||||
| Wealth AUM | $303M | +27.4% | — | — | |
| Institutional AUM | $29M | — | — | — | |
Client Count Segments | |||||
| HNW Clients | 34 | +41.7% | — | — | |
| Institutional | 8 | — | — | — | |
| Individuals | 71 | +26.8% | — | — | |