Filament, LLC

Filament, LLC (CRD# 138419) is a financial advisory firm headquartered in Seattle, WA. They manage $1,410,112,470 in 387 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,410
    MILLION
  • Total Number of Accounts
    387
    ACCOUNTS
  • Average Account Value
    $3,643,701
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, WA

Financial Advisors at Filament, LLC
Showing 1 - 10 of 10 top financial advisors.
1
Jerry T. Peters
CRD#: 2642087
701 Pike Street, Suite 2225, Seattle, WA 98101
96
Wealthminder
score

Jerry Peters (CRD# 2642087) is an Investment Advisor Representative working at Filament, LLC in Seattle, WA and has over 21 years of experience in the finance industry.

2
Phillip M. Vitale
CRD#: 2852667
701 Pike Street, Suite 2225, Seattle, WA 98101
96
Wealthminder
score

Phillip Vitale (CRD# 2852667) is an Investment Advisor Representative working at Filament, LLC in Seattle, WA and has over 19 years of experience in the finance industry.

3
Scott R. Butterfield
CRD#: 3213167
701 Pike Street, Suite 2225, Seattle, WA 98101
93
Wealthminder
score

Scott Butterfield (CRD# 3213167) is an Investment Advisor Representative working at Filament, LLC in Seattle, WA and has over 16 years of experience in the finance industry.

4
Conrad H. Gehrmann
CRD#: 2620642
701 Pike Street, Suite 2225, Seattle, WA 98101
93
Wealthminder
score

Conrad Gehrmann (CRD# 2620642) is an Investment Advisor Representative working at Filament, LLC in Seattle, WA and has over 21 years of experience in the finance industry.

5
Stephen J. Goodwin
CRD#: 4245182
701 Pike Street, Suite 2225, Seattle, WA 98101
93
Wealthminder
score

Stephen Goodwin (CRD# 4245182) is an Investment Advisor Representative working at Filament, LLC in Seattle, WA and has over 15 years of experience in the finance industry.

6
Brian R. Johnson
CRD#: 5153686
701 Pike Street, Suite 2225, Seattle, WA 98101
93
Wealthminder
score

Brian Johnson (CRD# 5153686) is an Investment Advisor Representative working at Filament, LLC in Seattle, WA and has over 10 years of experience in the finance industry.

7
Teresa L. Lamar
CRD#: 3004489
701 Pike Street, Suite 2225, Seattle, WA 98101
93
Wealthminder
score

Teresa Lamar (CRD# 3004489) is an Investment Advisor Representative working at Filament, LLC in Seattle, WA and has over 18 years of experience in the finance industry.

8
James E. Mahoney
CRD#: 5087303
701 Pike Street, Suite 2225, Seattle, WA 98101
93
Wealthminder
score

James Mahoney (CRD# 5087303) is an Investment Advisor Representative working at Filament, LLC in Seattle, WA and has over 10 years of experience in the finance industry.

9
Lin Gong
CRD#: 5361158
701 Pike Street, Suite 2225, Seattle, WA 98101
90
Wealthminder
score

Lin Gong (CRD# 5361158) is an Investment Advisor Representative working at Filament, LLC in Seattle, WA and has 1 year of experience in the finance industry.

10
Leslie A. Harrison
CRD#: 2547876
701 Pike Street, Suite 2225, Seattle, WA 98101
90
Wealthminder
score

Leslie Harrison (CRD# 2547876) is an Investment Advisor Representative working at Filament, LLC in Seattle, WA and has over 4 years of experience in the finance industry.

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