| Total AUM | $210.8M |
| Discretionary | $178.9M85% of AUM |
| Non-Discretionary | $31.9M |
| Client Accounts | 786 |
| Avg Account Size | $268K |
| Employees | 9 |
| Peak AUM | $210.8MMar 2026 |
| AUM CAGR | +15.6% /yrover 4 yrs · 18 filings |
Total AUM
$211M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $211M | +24.1% | +21.5% | +15.6% | |
| Discretionary AUM | |||||
| Total AUM | $210.8M |
| Discretionary | $178.9M |
| Employees | 9 |
| Client Accounts | 786 |
| Client Range | 251-500 |
Phone
425-332-6568
Filing History
18 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$179M
84.9% of AUM
Non-Discretionary
$32M
15.1% of AUM
Disc. mix ▼ 3.3pp vs 1 year ago
| $179M |
| +19.5% |
| +20.8% |
| +15.0% |
| Non-Disc. AUM | $32M | +58.1% | +25.5% | +19.0% |
| Total Accounts | 786 | +12.8% | +1.1% | +0.3% |
| Avg Account Size | $268,221.107 | +10.1% | +20.1% | +15.3% |
| Employees | 9 | +28.6% | +14.0% | +10.9% |
| AUM / Employee | $23M | 3.5% | +6.5% | +4.2% |
Client AUM Segments | |||||
| Wealth AUM | $211M | +24.1% | +21.5% | +15.6% | |
Client Count Segments | |||||
| HNW Clients | 180 | +25.0% | 11.5% | +7.6% | |
| Individuals | 68 | 16.0% | 1.8% | 6.1% | |