A continuously maintained graph of U.S. family offices: identity, team, observed investments, public holdings, relationships and dated signals of change. Facts, inferences and estimates are labelled as such, with the source and the date, on every row. Unknown is printed as unknown.

Family office profile

R•••••• F••••• W•••••• I•••

The office, people and counterparty names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Tacoma, WACandidateidentity confidence 45%r•••••••••.com

Why this class: registered adviser with a family-named firm (investments, holdings, capital, wealth).

Not yet hand-verified
Last observed Sep 20, 2026 · 96 observations · 5 sources
4 people · 0 investments · 93 public positions · 27 events
This entity is a candidate. One public signal put it on the graph (registered adviser with a family-named firm (investments, holdings, capital, wealth)); it is not counted as a confirmed family office and nothing below should be read as saying it is one.

Each reading is 0 to 100 from the listed components in the evidence section; hover a tile for what it measures. No evidence yet of: direct investing, external managers, private markets, sponsor-friendly, real estate, co-investment.

Overview
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Profile completeness 47% (medium value, unresolved; the most valuable missing fact is classification)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Classification
Candidate
Description
R•••••• Family Wealth helps families create enduring legacies rooted in integrity and discipline. Our mission is to guide families to achieve their financial aspirations by crafting custom tailored financial plans that reflect their unique goals and values.
Headquarters
Tacoma, WA
Office address
1102 BROADWAY SUITE 312, Tacoma, WA, 98402
Business phone
253-448-2107
Website
r•••••••••.com
Year established
unknown
Assets under management
unknown
Capital scale
Reported office AUM: unknown. 13F disclosed value $149M. Regulatory AUM $331M. These are different facts and are never added together.
Regulatory AUM (Form ADV)
$331M as of Apr 24, 2026, the adviser's regulatory assets, not the family's wealthFact
SEC registration
RIA since Aug 9, 2024 · 5 employeesFact
Client mix (Form ADV 5.D)
Individuals: 34 ($12.4M); Corporations: 6 ($22.4M); Pension plans: 2 ($6.3M); High net worth individuals: 71 ($290M)Fact
Form 13F
$149M across 93 positions, quarter ended Mar 31, 2026. Long 13(f) securities only; never the whole portfolio.Fact
Classification history
  • Sep 12, 2026Candidate 45%registered adviser with a family-named firm (investments, holdings, capital, wealth)Inference
Family and wealth origin
show
Family served
unknown
Source of wealth
unknown
Operating company origin
unknown

Not on the record yet. Family and wealth-origin claims are written only from cited public sources.

Team
4 peopleshow
PersonTitleResponsibilityBusiness contactSource
M•••••• R••••• R•••Partner and Chief Investment Officer, Wealth AdvisorChief investment officer · investment decisionsnone on record
J•• S•••••• C•••Partner and Chief Compliance Officer, Wealth AdvisorOperations and financenone on record
T•••••• H••• R•••Partner and Chief Operating Officer, Wealth AdvisorOperations and financenone on record
A••• S••••AgentOther
phone: 844-844-3453 (published by the subject, May 1, 2026)
sec.gov Fact
Office contact points
Business phone: 253-448-2107 (published by the subject) adviserinfo.sec.gov
Office address: 1102 BROADWAY SUITE 312, Tacoma, WA, 98402 (published by the subject) sec.gov
W••••••: instagram.com (published by the subject) adviserinfo.sec.gov
W••••••: r•••••••••.com (published by the subject) r•••••••••.com
Investment mandate
show

inferred only: public equity book 149083234.0

Stated (their words, cited)
No cited statement of mandate on the record.
Observed (from the investment record)
No investments on the record yet, so nothing is observed.
Inferred (regulatory shape and team)
Public equity book
$149M Inference
13F table value, quarter ended 2026-03-31; long 13(f) securities only
Invests directly
unknown
Allocates to managers
unknown
Asset classes
unknown
Sectors
unknown
Geography
unknown
Check size
unknown
Direct investments
show
No substantiated direct investment on the record. Absence here is absence of evidence, not evidence of absence.
Fund and manager relationships
show
No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.
Public stakes and holdings
40 positionsshow
Form 13F holdings

Top 40 positions of 93 for the quarter ended Mar 31, 2026; $125M shown of $149M reported. Long 13(f) securities only. Never presented as the whole portfolio.

IssuerClassValueSharesWeight
S••• S••••• T••••STATE STREET SPD$11.3M148,1417.6%
N••••• C•••••••••COM$9.0M51,7166.0%
M•••••••• C•••COM$8.0M21,5885.4%
A•••• I••COM$6.2M24,3864.2%
S••• S••••• T••••STATE STREET SPD$5.6M57,1323.8%
D•• E•• T•XTRACK MSCI EAFE$5.4M110,2233.7%
C••••• C•••COM$4.6M42,3693.1%
A••••••• I••CAP STK CL A$4.4M15,3083.0%
S••• S••••• T••••STATE STREET SPD$4.3M89,3252.9%
B••••••• I••COM$4.0M13,0352.7%
S••• S••••• T••••STATE STREET SPD$3.7M142,6832.5%
I•••••• T•MSCI EAFE ETF$3.6M37,0352.4%
F••••••• C•••••••• T••••ENHANCED INTL$3.5M95,0972.4%
A••••• C•• I••COM$2.8M13,6531.9%
L••• M•••• E•• I•••FRANKLIN INTL LW$2.8M69,6641.9%
I•••••• Q•• T•UNIT SER 1$2.7M4,6821.8%
A••••••• C•••• E•• T•AVANTIS EMGMKT$2.7M32,9031.8%
I•••••• E••• T••••• F• T• I•NASDAQ 100 ETF$2.6M10,8261.7%
I•••••• T•CORE MSCI EAFE$2.4M26,3101.6%
E••••••• T••••• C••••••• T••ROBO GLB ETF$2.3M33,1371.5%
V••••••• M•• B• F••TAX EXEMPT BD$2.2M44,3821.5%
I•••••• T•RUS MID CAP ETF$2.2M22,3331.5%
I•••••• T•MSCI EMG MKT ETF$2.1M37,3871.4%
N••••••• L•• F• T• I•WEITZ CORE PLUS$2.1M83,5191.4%
E••••••• T••••• C••••••• T••RANGE NUCLEAR RE$2.1M31,4771.4%
J••••••• C•••• • C•COM$2.0M6,6981.3%
I•••••• T•GLOBAL ENERG ETF$1.8M32,1001.2%
S••• S••••• T••••STATE STREET SPD$1.8M31,2191.2%
V••••••• T••••••••• F••VAN FTSE DEV MKT$1.8M27,3911.2%
V••••••• S••••••••• F••VNG RUS2000IDX$1.7M16,4871.1%
F••••••••• T•MORNSTAR UPSTR$1.6M28,8131.1%
I•••••• E••••••• T••••• F• T•S&P500 EQL WGT$1.6M8,1241.0%
I•••••• T•CYBERSECURITY$1.5M33,2221.0%
W•••••• I••COM$1.4M11,5721.0%
C••••• W•••••••• C•••••••••COM$1.4M1,3930.9%
I•••••• T•MSCI USA QLT FCT$1.4M7,1540.9%
C•••••• C•••••••••COM$1.3M6,0480.8%
F••••••••• T•CR SCD US BD$1.2M23,7680.8%
T•••• I••COM$1.1M2,9710.7%
T•••• T••••••••• P••SHS$998,0932,3950.7%
Changes between the last two quarters
  • Mar 31, 2026 R•••••• Family Wealth Inc reduced I•••••• Q•• T• 8,103 -> 4,682 shares ($4,977,953 -> $2,702,544) sec.gov
  • Mar 31, 2026 R•••••• Family Wealth Inc increased I•••••• T• 9,592 -> 37,387 shares ($524,779 -> $2,123,208) sec.gov
  • Mar 31, 2026 R•••••• Family Wealth Inc opened a $2,572,479 position in I•••••• E••• T••••• F• T• I• (10,826 shares) sec.gov
  • Mar 31, 2026 R•••••• Family Wealth Inc reduced Spdr Index Shs Fds 52,085 -> 16,003 shares ($2,438,086 -> $750,688) sec.gov
  • Mar 31, 2026 R•••••• Family Wealth Inc opened a $2,651,329 position in A••••••• C•••• E•• T• (32,903 shares) sec.gov
  • Mar 31, 2026 R•••••• Family Wealth Inc opened a $3,537,612 position in F••••••• C•••••••• T•••• (95,097 shares) sec.gov
  • Mar 31, 2026 R•••••• Family Wealth Inc increased N••••••• L•• F• T• I• 20,466 -> 83,519 shares ($522,702 -> $2,112,196) sec.gov
  • Mar 31, 2026 R•••••• Family Wealth Inc increased S••• S••••• T•••• 113,354 -> 142,683 shares ($2,918,868 -> $3,655,541) sec.gov
  • Dec 31, 2025 R•••••• Family Wealth Inc increased J••••••• C•••• • C•. 5,242 -> 6,908 shares ($1,653,485 -> $2,225,896) sec.gov
  • Dec 31, 2025 R•••••• Family Wealth Inc increased D•• E•• T• 84,656 -> 105,902 shares ($3,929,747 -> $5,094,961) sec.gov
  • Dec 31, 2025 R•••••• Family Wealth Inc increased L••• M•••• E•• I••• 52,217 -> 65,924 shares ($1,814,551 -> $2,427,333) sec.gov
  • Dec 31, 2025 R•••••• Family Wealth Inc increased S••• S••••• T•••• 85,308 -> 113,354 shares ($2,205,214 -> $2,918,868) sec.gov
  • Sep 30, 2025 R•••••• Family Wealth Inc increased A•••• I•• 15,406 -> 19,921 shares ($3,160,850 -> $5,072,485) sec.gov
  • Sep 30, 2025 R•••••• Family Wealth Inc increased S••• S••••• T•••• 65,380 -> 85,308 shares ($1,673,730 -> $2,205,214) sec.gov
  • Jun 30, 2025 R•••••• Family Wealth Inc increased S••• S••••• T•••• 32,321 -> 44,134 shares ($2,597,622 -> $4,206,833) sec.gov
  • Jun 30, 2025 R•••••• Family Wealth Inc increased I•••••• T• 20,289 -> 26,617 shares ($1,658,237 -> $2,379,312) sec.gov
  • Jun 30, 2025 R•••••• Family Wealth Inc reduced I•••••• E••••••• T••••• F• T• 17,191 -> 4,430 shares ($2,977,995 -> $805,109) sec.gov
  • Dec 31, 2024 R•••••• Family Wealth Inc reduced I•••••• Q•• T• 5,553 -> 4,013 shares ($2,604,065 -> $2,051,566) sec.gov
  • Dec 31, 2024 R•••••• Family Wealth Inc reduced M•••••••• C••• 19,369 -> 12,794 shares ($7,270,929 -> $5,392,671) sec.gov
  • Dec 31, 2024 R•••••• Family Wealth Inc reduced I•••••• E••••••• T••••• F• T• 17,191 -> 4,482 shares ($2,977,995 -> $785,381) sec.gov
Real estate
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No documented real estate ownership link. A property is attributed to an office only through a documented control relationship, never from a surname.
Co-investors
show
No co-investor on the record.
Independent sponsor relationships
show
No cited relationship to an independent sponsor.
Related entities
2show
Signals and timeline
1show

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 1 events. 13F position changes are under Public stakes and holdings.

  • Sep 11, 2026Office discoveredR•••••• F••••• W•••••• I••• found on the SEC adviser roster (name)DiscoveryInferenceadviserinfo.sec.gov
Sources and evidence
96show

Every observation behind this profile: the value, when it was effective, the source, the quote where there is one, and whether it is a fact, an inference or an estimate. 96 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (6 days)
Contactability
+15 n•••• d••••••••• (M•••••• R••••• R••• (Partner and Chief Investment Officer, Wealth Advisor))
+20 v••••••• b••••••• p••••• (2)
+10 o••••• a••••••
Data confidence
+10 w••••••
+10 d•••••••••
+10 p•••••
+5 p••••• h•••••••
+10 r••••••••• r•••••
+20 i••••••••• s•••••• (5 sources)
Active deployment
no components; scored 0
Exists confidence
+50 r••••••••• i••••••••• •••• C•• o• E•••
+20 w••••••
+30 i••••••••• s•••••• (5 sources)
Research priority
+13 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($331,473,591)
+3 c••••••••• i••••••• u•••••••••
+0 r••• (1354)
Mandate confidence
no components; scored 0
Identity confidence
+45 c••••••••• (CANDIDATE_FAMILY_OFFICE (registered adviser with a family-named firm (investments, holdings, capital, wealth)))
Real estate propensity
no components; scored 0
Co investment propensity
no components; scored 0
Family identity confidence
no components; scored 0
Private markets propensity
no components; scored 0
Current activity confidence
+25 f•••• a• 1•• f•• a• r••••• q•••••• ••• e••••• o•••••••• n•• d•••••••••
+25 a• s••••••••• f••• w••••• 1• m••••• (6 days)
External manager propensity
no components; scored 0
Direct investment propensity
no components; scored 0
Independent sponsor propensity
no components; scored 0
FactValueEffectiveSourceClass
Form ADV firm typeRIAApr 24, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV admission signalnameApr 24, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV admission signalnameApr 24, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Latest Form ADV filing2026-04-24Apr 24, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)R•••••• F••••• W•••••• I•••Sep 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)R•••••• F••••• W•••••• I•••Sep 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)R•••••• F••••• W•••••• I•••Sep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Advisory services (Form ADV 5.G)financial_planning,portfolio_management_individuals,pension_consultingApr 24, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV statusApprovedApr 24, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
SEC status effective2024-08-09Apr 24, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices1Sep 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices1Sep 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices1Sep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Business phone253-448-2107Apr 24, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
High net worth clients71Apr 24, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Client mix (Form ADV 5.D){"individuals":{"clients":34,"raum_usd":12352002,"fewer_than_5":false},"corporations":{"clients":6,"raum_usd":22400440,"fewer_than_5":false},"pension_plans":{"cApr 24, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
DescriptionR•••••• Family Wealth helps families create enduring legacies rooted in integrity and discipline. Our mission is to guide families to achieve their financial aspirations by crafting custom tailored financial plans that reflect their unique goals and values.Sep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) r•••••••••.comFact
DescriptionR•••••• Family Wealth helps families create enduring legacies rooted in integrity and discipline. Our mission is to guide families to achieve their financial aspirations by crafting custom tailored financial plans that reflect their unique goals and values.Sep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) r•••••••••.comFact
DescriptionR•••••• Family Wealth helps families create enduring legacies rooted in integrity and discipline. Our mission is to guide families to achieve their financial aspirations by crafting custom tailored financial plans that reflect their unique goals and values.Sep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) r•••••••••.comFact
Edgar entity typeotherSep 12, 2026SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.govFact
Edgar forms13F-HR,N-PXSep 12, 2026SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.govFact
Employees5Apr 24, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Filing address1102 BROADWAY SUITE 312, Tacoma, WA, 98402Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address1102 BROADWAY SUITE 312, Tacoma, WA, 98402Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address1102 BROADWAY SUITE 312, Tacoma, WA, 98402Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address1102 BROADWAY SUITE 312, Tacoma, WA, 98402Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address1102 BROADWAY SUITE 312, Tacoma, WA, 98402Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address1102 BROADWAY SUITE 312, Tacoma, WA, 98402Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2026-03-31Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-12-31Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-09-30Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-06-30Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-03-31Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2024-12-31Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions93Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions91Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions71Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions77Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions80Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions87Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$149MMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$133MDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$112MSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$100MJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$84.9MMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$82.7MDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersTacoma, WAApr 24, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
HeadquartersTacoma, WAMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersTacoma, WADec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersTacoma, WASep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersTacoma, WAJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersTacoma, WAMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersTacoma, WADec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Legal formCorporationApr 24, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Office address1102 BROADWAY SUITE 312, Tacoma, WA, 98402Apr 24, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Private funds advised0Apr 24, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Private fund gross assets$0Apr 24, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
R••• accounts446Apr 24, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
R••• hnw usd$290MApr 24, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
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