← Back to search
DLK INVESTMENT ADVISORS, LLC
CRD 328897 · SEC 801-131523
7525 SE 24TH STREET, SUITE 410, MERCER ISLAND, WA, 98040, United States
Phone
206.203.0010
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$140.7M
Discretionary AUM
$111.1M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 26 | $33.9M |
| High net worth individuals | 6 | $106.8M |
States served
WA
Official SEC filing: View on IAPD