Plum Street Advisors, LLC
Plum Street Advisors, LLC is an SEC-registered wealth manager with $462.8M assets under management (AUM, regulatory AUM), +29% over one year. See who owns Plum Street Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 283917, SEC 801-121901, data through 2026-06-10.
- AUM (assets under management / regulatory AUM)
- $462.8M (2026-06-10)
- Firm type
- Wealth Manager
- Employees
- 8
- Clients
- 183
- CRD
- 283917
- Ownership
- OSBORN, JAMES, L'ESPERANCE; DIRKS, DAVID; OSBORN, JAMES, STUART ANNETT
How much AUM does Plum Street Advisors, LLC have?
Plum Street Advisors, LLC reported $462.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-10).
Who owns Plum Street Advisors, LLC?
Disclosed owners and executives of Plum Street Advisors, LLC include OSBORN, JAMES, L'ESPERANCE, DIRKS, DAVID, OSBORN, JAMES, STUART ANNETT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.