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MIDDLETON & COMPANY

CRD 284996 · SEC 801-131399

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1111 MAIN STREET, SUITE 630, VANCOUVER, WA, 98660, United States

Phone

(360) 524-3517

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$131.3M

Discretionary AUM

$131.3M

Team

4 total employees; 2 advisory reps

Clients

101-250

Fees

Percentage of AUM; Hourly charges

Org form

Corporation

Filing date

2026-04-24

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals72$41.3M
High net worth individuals43$90.0M

States served

OR, WA, TX

All web addresses on file

Official SEC filing: View on IAPD