| Total AUM | $113.2M |
| Discretionary | $113.2M100% of AUM |
| Client Accounts | 275 |
| Avg Account Size | $412K |
| Employees | 1 |
| Peak AUM | $113.2MMar 2026 |
Total AUM
$113M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $113M | +9.3% | — | — | — |
| Discretionary AUM | $113M | +9.3% | |||
| Total AUM | $113.2M |
| Discretionary | $113.2M |
| Employees | 1 |
| Client Accounts | 275 |
| Client Range | 51-100 |
Phone
206-940-9010
Filing History
3 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$113M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| — |
| — |
— |
| Total Accounts | 275 | +0.7% | — | — | — |
| Avg Account Size | $411,738.607 | +8.5% | — | — | — |
| Employees | 1 | 0.0% | — | — | — |
| AUM / Employee | $113M | +9.3% | — | — | — |
Client AUM Segments | |||||
| Wealth AUM | $113M | +9.3% | — | — | — |
Client Count Segments | |||||
| HNW Clients | 55 | +5.8% | — | — | — |
| Individuals | 32 | 3.0% | — | — | — |