Unionview Wealth Partners

Unionview Wealth Partners (CRD# 304462) is a financial advisory firm headquartered in Seattle, WA. They manage $262,620,000 in 542 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
1500 Westlake Ave North, Suite 124, Seattle, WA 98109
http://unionviewwealthpartners.com/
By the Numbers
  • Total Assets Under Management
    263
    MILLION
  • Total Number of Accounts
    542
    ACCOUNTS
  • Average Account Value
    $484,539
Compensation Options
  • A percentage of assets under your management
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
The map below shows states where this firm has explicit registration only.

CA, OR, UT, WA

Financial Advisors at Unionview Wealth Partners
Showing 1 - 3 of 3 top financial advisors.
1
Craig Hanson, financial advisor Seattle WA
Craig J. Hanson
CRD#: 5280301
1500 Westlake Ave North, Suite 124, Seattle, WA 98109

Craig Hanson (CRD# 5280301) is an Investment Advisor Representative working at Unionview Wealth Partners in Seattle, WA and has over 12 years of experience in the finance industry.

2
Mary Pieper, financial advisor Seattle WA
Mary K. Pieper
CRD#: 1581101
1500 Westlake Ave North, Suite 124, Seattle, WA 98109

Mary Pieper (CRD# 1581101) is an Investment Advisor Representative working at Unionview Wealth Partners in Seattle, WA and has over 37 years of experience in the finance industry.

3
Blaine Thompson, financial advisor Seattle WA
Blaine R. Thompson
CRD#: 7490753
1500 Westlake Ave North, Suite 124, Seattle, WA 98109

Blaine Thompson (CRD# 7490753) is an Investment Advisor Representative working at Unionview Wealth Partners in Seattle, WA and has over 2 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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