Percension Wealth Advisors, LLC

Percension Wealth Advisors, LLC (CRD# 160134) is a financial advisory firm headquartered in Seattle, WA. They manage $11,179,000 in 100 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    100
    ACCOUNTS
  • Average Account Value
    $111,790
Compensation Options
  • A percentage of assets under your management
  • Other
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 Percension Wealth Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Brian E. Betz
CRD#: 5740648
2211 Elliott Ave. Suite 200, Seattle, WA 98121
93
Wealthminder
score

Brian Betz (CRD# 5740648) is an Investment Advisor Representative working at Percension Wealth Advisors, LLC in Seattle, WA and has over 7 years of experience in the finance industry.

2
Alan C. Bulger
CRD#: 5527941
2211 Elliott Ave. Suite 200, Seattle, WA 98121
93
Wealthminder
score

Alan Bulger (CRD# 5527941) is an Investment Advisor Representative working at Percension Wealth Advisors, LLC in Seattle, WA and has over 7 years of experience in the finance industry.

3
Gale E. Smith
CRD#: 5859239
2211 Elliott Ave. Suite 200, Seattle, WA 98121
93
Wealthminder
score

Gale Smith (CRD# 5859239) is an Investment Advisor Representative working at Percension Wealth Advisors, LLC in Seattle, WA and has over 6 years of experience in the finance industry.

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