Seattle Wealth Management LLC
Seattle Wealth Management LLC (CRD# 285877) is a financial advisory firm headquartered in Seattle, WA. They manage $101,102,000 in 309 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Seattle Wealth Management LLC
By the Numbers
-
Total Assets Under Management101MILLION
-
Total Number of Accounts309ACCOUNTS
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Average Account Value$327,191
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OR, WA
Financial Advisors at Seattle Wealth Management LLC
1
Eric Johnson (CRD# 4663826) is an Investment Advisor Representative working at Seattle Wealth Management LLC in Seattle, WA and has over 20 years of experience in the finance industry.
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