Allium Financial Advisors, LLC
Allium Financial Advisors, LLC is an SEC-registered wealth manager in Lake Oswego, OR with $733.5M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Allium Financial Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 288462, SEC 801-110536, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $733.5M (2026-03-30)
- Firm type
- Wealth Manager
- Location
- Lake Oswego, OR
- Employees
- 10
- Clients
- 243
- CRD
- 288462
- Ownership
- TEMPALLI, PRADEEP; SIZEMORE, STACY, LEIGH; FAGERSTROM, STEPHANIE; ARNTSON, SHEREE, DEMERS; MCCREARY, JAMIE, DAWN
How much AUM does Allium Financial Advisors, LLC have?
Allium Financial Advisors, LLC reported $733.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Allium Financial Advisors, LLC?
Disclosed owners and executives of Allium Financial Advisors, LLC include TEMPALLI, PRADEEP, SIZEMORE, STACY, LEIGH, FAGERSTROM, STEPHANIE, ARNTSON, SHEREE, DEMERS, MCCREARY, JAMIE, DAWN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.