Agate Pass Investment, LLC
Agate Pass Investment, LLC is an SEC-registered wealth manager in Bainbridge Island, WA with $336.0M assets under management (AUM, regulatory AUM), +21% over one year. See who owns Agate Pass Investment, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 155049, SEC 801-115003, data through 2026-03-03.
- AUM (assets under management / regulatory AUM)
- $336.0M (2026-03-03)
- Firm type
- Wealth Manager
- Location
- Bainbridge Island, WA
- Employees
- 5
- Clients
- 124
- CRD
- 155049
- Ownership
- VAN AKEN, BRADLEY, SEAN; RUTTER, DANIEL, LEVERETT; BYL, MARK, ALLEN; KUNKEL, JASON, THOMAS
How much AUM does Agate Pass Investment, LLC have?
Agate Pass Investment, LLC reported $336.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-03).
Who owns Agate Pass Investment, LLC?
Disclosed owners and executives of Agate Pass Investment, LLC include VAN AKEN, BRADLEY, SEAN, RUTTER, DANIEL, LEVERETT, BYL, MARK, ALLEN, KUNKEL, JASON, THOMAS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.