ELITE WEALTH MANAGEMENT, INC.
Kirkland, WA
AUM
$861.3M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
425-828-4300
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
23 advisers found
SPG ADVISORS LLC
Kirkland, WA
AUM
$535.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
425-821-9442
SCHMIDT FINANCIAL MANAGEMENT
Kirkland, WA
AUM
$497.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
425-893-9195
ROBINSWOOD FINANCIAL
Kirkland, WA
AUM
$433.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
452-296-1611
TAIYO PACIFIC PARTNERS L.P.
Kirkland, WA
AUM
$395.3M
Wealth MgmtInstitutional
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
425-896-5300
KAIZEN FINANCIAL ADVISORS, LLC
Kirkland, WA
AUM
$283.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
425-321-5800
PREVAIL WEALTH MANAGEMENT
Kirkland, WA
AUM
$260.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
425-448-1818
HOT CREEK CAPITAL, L.L.C.
Kirkland, WA
AUM
$135.7M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
2066233800
GREYSTONE FINANCIAL & ESTATE SERVICES, INC.
Kirkland, WA
AUM
$117.1M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM
206-352-9205
PRIVATE ASSET MANAGEMENT INC
Kirkland, WA
AUM
$109.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
425-213-1600
OMEGA FINANCIAL INVESTMENTS & INSURANCE
Kirkland, WA
AUM
$71.2M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Commissions
425-822-5722
FIVE CEDARS
Kirkland, WA
AUM
$22.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(425) 321-1234
MOSS BAY CAPITAL
Kirkland, WA
AUM
$6.4M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
425-283-7331
ABACUS FINANCIAL PLANNING
Kirkland, WA
AUM
$6.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
425-312-3621
CONCEPTS FINANCIAL SERVICES, LLC
Kirkland, WA
AUM
$22.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
425-681-1715
Full profileNo website
Full profileNo website
MARKET STREET ADVISORS, LLC
Kirkland, WA
AUM
—
Team
1 advisors
Clients
—
Fees
REFERRAL TO 3RD-PARTY SEC RIA
425-828-3862 X204
Full profileNo website
Full profileNo website