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SEATTLE WEALTH MANAGEMENT LLC

CRD 285877 · SEC 801-108935

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8301-A 5TH AVENUE NE, SEATTLE, WA, 98115, United States

Phone

206-858-6973

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$131.3M

Discretionary AUM

$131.3M

Team

2 total employees; 1 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-01-14

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals49$13.0M
High net worth individuals51$118.3M

States served

OR, WA

All web addresses on file

Official SEC filing: View on IAPD