Percension Wealth Advisors, LLC

Percension Wealth Advisors, LLC (CRD# 160134) is a financial advisory firm headquartered in Bellevue, WA. They manage $20,833,000 in 153 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1400 112th Ave Se, Suite 100, Bellevue, WA 98004
http://www.percension.com
By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    153
    ACCOUNTS
  • Average Account Value
    $136,163
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, WA

Financial Advisors at Percension Wealth Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Brian Betz, financial advisor Bellevue WA
Brian E. Betz
CRD#: 5740648
1400 112th Ave Se, Suite 100, Bellevue, WA 98004

Brian Betz (CRD# 5740648) is an Investment Advisor Representative working at Percension Wealth Advisors, LLC in Bellevue, WA and has over 14 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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