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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

SKYLINE ADVISORS, INC.

CRD 188511

BELLINGHAM, WA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f8450fbb-2b11-099b-ff25-585c2380fb5c

Data as of Jan 29, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 3
On other graphs: 0
Observed: Apr 13, 2015 to Jan 29, 2026
27 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.96 fund_share=0.0 institutional_share=0.04 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $386MItem 5.F on the latest filing (2026-01-29); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $382M
Private client RAUM: $371MderivedItem 5.D individuals plus high net worth individuals
Private client share: 96%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $55.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 8
Advisory employees: 5
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,204
Individual clients: 206
High net worth clients: 159
Custody, client assets: $141M
SEC number: 801-94175
CIK: 1843832
CRD: 188511
Filings on the tape: 27
First filed: Apr 13, 2015
Latest filed: Jan 29, 2026
Organised: Corporation, WA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MARK CLIFFORD LOGAN	Certified Financial Planner	BELLINGHAM, WA	11	32	3	no
MARK LEIGH WALLACE	Certified Financial Planner	BELLINGHAM, WA	11	28	1	no
DEKA BREE WIEBUSCH	Certified Financial Planner	BELLINGHAM, WA	11	20	3	no
SARAH ELISABETH LOUISE ARNOLD	n/a	BELLINGHAM, WA	7	22	5	no
Briana Nicole Bromet	n/a	BELLINGHAM, WA	2	10	n/a	no
THOMAS DAVID LIDDELL	n/a	BELLINGHAM, WA	2	13	1	no
Dacey Denise Durbin	n/a	BELLINGHAM, WA	0	11	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
LOGAN, MARK, CLIFFORD	OWNER / CHIEF COMPLIANCE OFFICER	C	yes	03/2015	Apr 13, 2015	Mar 27, 2024
UNREIN, WILLIAM	Owner	C	yes	03/2015	Apr 13, 2015	Mar 27, 2024
WALLACE, MARK, LEIGH	Owner	C	yes	03/2015	Apr 13, 2015	Mar 27, 2024
WIEBUSCH, DEKA, BREE	Owner	C	yes	03/2019	Mar 25, 2019	Mar 27, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Jan 29, 2026	$386M	$382M	8	5	0	n/a	n/a
2024	Apr 8, 2025	$335M	$334M	9	7	0	n/a	n/a
2023	Mar 15, 2024	$288M	$288M	8	6	0	n/a	n/a
2022	Mar 2, 2023	$235M	$234M	7	4	0	n/a	n/a
2021	Mar 14, 2022	$265M	$262M	7	4	0	n/a	n/a
2020	Feb 11, 2021	$217M	$215M	7	4	0	n/a	n/a
2019	Feb 27, 2020	$193M	$190M	8	5	0	n/a	n/a
2018	Mar 25, 2019	$160M	$160M	6	5	0	n/a	n/a
2017	Feb 9, 2018	$163M	$162M	5	5	0	n/a	n/a
2016	Feb 17, 2017	$135M	$133M	5	5	n/a	n/a	n/a
2015	Jan 15, 2016	$127M	$125M	5	5	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$386M	$335M	15.2%	$235M	18.1%	8	9	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
FAIRHAVEN FINANCIAL ADVISORS, INC.	2	Oct 1, 2015	May 5, 2015	BELLINGHAM, WA	Team lift out	Other	100.0%

Relationships

Registered with (8)

← Dacey Denise DurbinAdvisorregistration: current employment
Oct 13, 2025 to presentfactForm ADV
← THOMAS DAVID LIDDELLAdvisorregistration: current employment
Aug 1, 2024 to presentfactForm ADV
← Briana Nicole BrometAdvisorregistration: current employment
Nov 22, 2023 to presentfactForm ADV
← SARAH ELISABETH LOUISE ARNOLDAdvisorregistration: current employment
Jan 31, 2019 to presentfactForm ADV
← MARK CLIFFORD LOGANAdvisorregistration: current employment
May 5, 2015 to presentfactForm ADV
← MARK LEIGH WALLACEAdvisorregistration: current employment
May 5, 2015 to presentfactForm ADV
← DEKA BREE WIEBUSCHAdvisorregistration: current employment
May 5, 2015 to presentfactForm ADV
← Jonathan NevilleAdvisorregistration: previous registration
Sep 29, 2023 to Mar 26, 2024factForm ADV

Controls (4)

← LOGAN, MARK, CLIFFORDOwnerOWNER / CHIEF COMPLIANCE OFFICER, ownership code C, individual
Apr 13, 2015 to Mar 27, 2024factForm ADV
← UNREIN, WILLIAMOwnerOWNER, ownership code C, individual
Apr 13, 2015 to Mar 27, 2024factForm ADV
← WALLACE, MARK, LEIGHOwnerOWNER, ownership code C, individual
Apr 13, 2015 to Mar 27, 2024factForm ADV
← WIEBUSCH, DEKA, BREEOwnerOWNER, ownership code C, individual
Mar 25, 2019 to Mar 27, 2024factForm ADV

Moved with (1)

← FAIRHAVEN FINANCIAL ADVISORS, INC.Registered adviser2 advisors, team lift out, same day
Oct 1, 2015 to May 5, 2015factForm ADV

Dated events

Occurred
Mar 26, 2024
Advisor changed firm
Jonathan Neville left Skyline Advisors, Inc. for Key Investment Services Llc (registered 2024-06-27)
Form ADVobserved 4 days ago
Occurred
Mar 25, 2019
Control person joined
Bree Deka Wiebusch (Owner) appeared on Schedule A of Skyline Advisors, Inc.
Form ADVobserved 4 days ago
Occurred
Apr 13, 2015
First Form ADV filing
Skyline Advisors, Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f8450fbb-2b11-099b-ff25-585c2380fb5c
First observed: Apr 13, 2015
Last observed: Jan 29, 2026 7 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

SKYLINE ADVISORS, INC.

CRD 188511

BELLINGHAM, WA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f8450fbb-2b11-099b-ff25-585c2380fb5c

Data as of Jan 29, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:38 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MARK CLIFFORD LOGAN

Certified Financial Planner

BELLINGHAM, WA

MARK LEIGH WALLACE

Certified Financial Planner

BELLINGHAM, WA

DEKA BREE WIEBUSCH

Certified Financial Planner

BELLINGHAM, WA

SARAH ELISABETH LOUISE ARNOLD

n/a

BELLINGHAM, WA

Briana Nicole Bromet

n/a

BELLINGHAM, WA

n/a

THOMAS DAVID LIDDELL

n/a

BELLINGHAM, WA

Dacey Denise Durbin

n/a

BELLINGHAM, WA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

LOGAN, MARK, CLIFFORD

OWNER / CHIEF COMPLIANCE OFFICER

yes

03/2015

Apr 13, 2015

Mar 27, 2024

UNREIN, WILLIAM

Owner

yes

03/2015

Apr 13, 2015

Mar 27, 2024

WALLACE, MARK, LEIGH

Owner

yes

03/2015

Apr 13, 2015

Mar 27, 2024

WIEBUSCH, DEKA, BREE

Owner

yes

03/2019

Mar 25, 2019

Mar 27, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Jan 29, 2026

$386M

$382M

n/a

2024

Apr 8, 2025

$335M

$334M

n/a

2023

Mar 15, 2024

$288M

n/a

2022

Mar 2, 2023

$235M

$234M

n/a

2021

Mar 14, 2022

$265M

$262M

n/a

2020

Feb 11, 2021

$217M

$215M

n/a

2019

Feb 27, 2020

$193M

$190M

n/a

2018

Mar 25, 2019

$160M

n/a

2017

Feb 9, 2018

$163M

$162M

n/a

2016

Feb 17, 2017

$135M

$133M

n/a

2015

Jan 15, 2016

$127M

$125M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$386M

$335M

15.2%

$235M

18.1%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

FAIRHAVEN FINANCIAL ADVISORS, INC.

Oct 1, 2015

May 5, 2015

BELLINGHAM, WA

Team lift out

Other

100.0%