Seattle Wealth Management LLC
Seattle Wealth Management LLC is an SEC-registered wealth manager in Seattle, WA with $131.3M assets under management (AUM, regulatory AUM), +30% over one year. See who owns Seattle Wealth Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 285877, SEC 801-108935, data through 2026-01-14.
- AUM (assets under management / regulatory AUM)
- $131.3M (2026-01-14)
- Firm type
- Wealth Manager
- Location
- Seattle, WA
- Employees
- 2
- Clients
- 100
- CRD
- 285877
- Ownership
- UHM, DAN, DAE YOUNG; JOHNSON, ERIC, ARTHUR
How much AUM does Seattle Wealth Management LLC have?
Seattle Wealth Management LLC reported $131.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-14).
Who owns Seattle Wealth Management LLC?
Disclosed owners and executives of Seattle Wealth Management LLC include UHM, DAN, DAE YOUNG, JOHNSON, ERIC, ARTHUR. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.