P3 Asset Management
P3 Asset Management is an SEC-registered ria in Gig Harbor, WA with $40.3M assets under management (AUM, regulatory AUM), -999% over one year. See who owns P3 Asset Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 327327, SEC 801-128426, data through 2026-05-29.
- AUM (assets under management / regulatory AUM)
- $40.3M (2026-05-29)
- Firm type
- Ria
- Location
- Gig Harbor, WA
- Employees
- 3
- Clients
- 1
- CRD
- 327327
- Ownership
- SOUND WEALTH PARTNERS; RAMIREZ, RUBEN, RENE; KCSL VENTURES LLC; FINNIGAN, RYAN, CHRISTOPHER; JOHNSEN, CRAIG, DOUGLAS
How much AUM does P3 Asset Management have?
P3 Asset Management reported $40.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-29).
Who owns P3 Asset Management?
Disclosed owners and executives of P3 Asset Management include SOUND WEALTH PARTNERS, RAMIREZ, RUBEN, RENE, KCSL VENTURES LLC, FINNIGAN, RYAN, CHRISTOPHER, JOHNSEN, CRAIG, DOUGLAS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.