Dlk Investment Advisors, LLC
Dlk Investment Advisors, LLC is an SEC-registered ria in Mercer Island, WA with $140.7M assets under management (AUM, regulatory AUM), +40% over one year. See who owns Dlk Investment Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 328897, SEC 801-131523, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $140.7M (2026-03-30)
- Firm type
- Ria
- Location
- Mercer Island, WA
- Employees
- 2
- Clients
- 32
- CRD
- 328897
- Ownership
- Van Winkle, Edmund, Matthew; DEMPSTER, DONALD, OGDEN
How much AUM does Dlk Investment Advisors, LLC have?
Dlk Investment Advisors, LLC reported $140.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Dlk Investment Advisors, LLC?
Disclosed owners and executives of Dlk Investment Advisors, LLC include Van Winkle, Edmund, Matthew, DEMPSTER, DONALD, OGDEN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.