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 22 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 20 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 22 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 16 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 11 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 19 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 11 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 5 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.