Skyline Advisors, Inc.
Skyline Advisors, Inc. is an SEC-registered wealth manager in Bellingham, WA with $386.5M assets under management (AUM, regulatory AUM), +34% over one year. See who owns Skyline Advisors, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 188511, SEC 801-94175, data through 2026-01-29.
- AUM (assets under management / regulatory AUM)
- $386.5M (2026-01-29)
- Firm type
- Wealth Manager
- Location
- Bellingham, WA
- Employees
- 8
- Clients
- 369
- CRD
- 188511
- Ownership
- UNREIN, WILLIAM; LOGAN, MARK, CLIFFORD; WALLACE, GERALD, SPENCER; WALLACE, MARK, LEIGH; WIEBUSCH, DEKA, BREE
How much AUM does Skyline Advisors, Inc. have?
Skyline Advisors, Inc. reported $386.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-29).
Who owns Skyline Advisors, Inc.?
Disclosed owners and executives of Skyline Advisors, Inc. include UNREIN, WILLIAM, LOGAN, MARK, CLIFFORD, WALLACE, GERALD, SPENCER, WALLACE, MARK, LEIGH, WIEBUSCH, DEKA, BREE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.