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A5 FINANCIAL LLC
CRD 334313
22722 29TH DR SE, SUITE 100, BOTHELL, WA, 98021, United States
Phone
425-491-0143
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$14.9M
Discretionary AUM
$14.9M
Team
2 total employees; 2 advisory reps; 16 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10 | $2.6M |
| High net worth individuals | 6 | $12.3M |
All web addresses on file
- https://www.linkedin.com/company/a5financial/
- https://facebook.com/A5Financial
- https://www.instagram.com/a5_financial/
- http://www.a5financial.com
- https://x.com/a5_financial
- https://www.youtube.com/@A5_Advisor_John
- https://x.com/A5_Advisor_John
- https://www.tiktok.com/@a5_advisor_john
- https://www.instagram.com/a5_advisor_john/
- https://www.tiktok.com/@a5_financial
- https://www.youtube.com/@a5_financial
Official SEC filing: View on IAPD