PRIVATE WEALTH MANAGEMENT SOLUTIONS, LLC
Bellevue, WA
AUM
$43.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
425-896-7617
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
85 advisers found
NEXT STEPS ADVISORS, INC.
Bellevue, WA
AUM
$43.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM
425-649-1155
B3 WEALTH STRATEGIES
Bellevue, WA
AUM
$35.8M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
425-974-1145
MELLOR & ASSOCIATES LLC
Bellevue, WA
AUM
$22.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
425-827-2527
RAIN DOG FINANCIAL
Bellevue, WA
AUM
$18.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
425-440-8777
MARTOS WEALTH MANAGEMENT
Bellevue, WA
AUM
$11.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(206) 746-9295
ADELE BRADY BOLSON CPA PS
Bellevue, WA
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Hourly charges; Fixed fees
425-289-2200
ALDEN CAPITAL MANAGEMENT LLC
Bellevue, WA
AUM
—
Team
2 advisors
Clients
0
Fees
NO BUSINESS/NOT COMPENSATED
425-451-8508
CLARK NUBER WEALTH MANAGEMENT
Bellevue, WA
AUM
—
Team
18 employees
Clients
0
Fees
REFERRAL ARRANGEMENT
425-454-4919
CROSS BORDER INVESTMENT MANAGEMENT LLC
Bellevue, WA
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
(206) 299-0844
FAP,LLC
Bellevue, WA
AUM
—
Financial PlanningFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Hourly charges
425-455-4193
OPTIMAL TAX ASSET MANAGEMENT
Bellevue, WA
AUM
$0
Team
3 advisors
Clients
—
Fees
Percentage of AUM
(425)-523-1044
SENIOR FINANCIAL ADVISORS, INC.
Bellevue, WA
AUM
—
Financial PlanningFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Hourly charges; Fixed fees
425-635-0600