Middleton & Company
Middleton & Company is an SEC-registered wealth manager in Vancouver, WA with $131.3M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Middleton & Company: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 284996, SEC 801-131399, data through 2026-04-24.
- AUM (assets under management / regulatory AUM)
- $131.3M (2026-04-24)
- Firm type
- Wealth Manager
- Location
- Vancouver, WA
- Employees
- 4
- Clients
- 115
- CRD
- 284996
- Ownership
- MIDDLETON, GEORGE, S; Anderson, Taylor, Colby; Abascal, Kailie, Middleton; HOLLMAN, KINGSTON, MARLAND; HOLLMAN, KINGSTON MARLAND
How much AUM does Middleton & Company have?
Middleton & Company reported $131.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-24).
Who owns Middleton & Company?
Disclosed owners and executives of Middleton & Company include MIDDLETON, GEORGE, S, Anderson, Taylor, Colby, Abascal, Kailie, Middleton, HOLLMAN, KINGSTON, MARLAND, HOLLMAN, KINGSTON MARLAND. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.