Percension Wealth Advisors, LLC

Percension Wealth Advisors, LLC (CRD# 160134) is a financial advisory firm headquartered in Seattle, WA. They manage $14,860,000 in 108 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    108
    ACCOUNTS
  • Average Account Value
    $137,593
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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 8 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 9 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 7 years of experience in the finance industry.

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