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VAN RAY WEALTH MANAGEMENT
VAN RAY FINANCIAL, LLC
CRD 304550
120 WEST DAYTON STREET, SUITE B-6, EDMONDS, WA, 98020, United States
Phone
425-787-2400
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$14.0M
Discretionary AUM
$6.2M
Team
1 total employees; 1 advisory reps; 5 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 20 | $3.2M |
| High net worth individuals | 2 | $2.9M |
| Pension/profit sharing plans | 4 | $7.8M |
All web addresses on file
Official SEC filing: View on IAPD