DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
S•••••• A•••••••• I•••
Latest filing Jan 29, 2026
First filing on the tape Apr 13, 2015 · 27 filings
SEC status approved since May 1, 2015
RAUM
$386M
reported, Item 5.F
Discretionary
99%
of RAUM
Private clients
96%
$371M individuals and HNW
Advisors
7
registered through the firm on IAPD
RAUM per advisor
$55.2M
derived; firm RAUM over IAPD count
Employees
8
5 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
27 filings and snapshots on the tape
RAUM$386M as of Jan 29, 2026
Jan 15, 2016$127M then
HNW client RAUM$312M as of Jan 29, 2026
Feb 9, 2018$123M then
State-registered IARs (5.B.3)7 as of Jan 29, 2026
Jan 15, 20165 then
Employees (5.A)8 as of Jan 29, 2026
Jan 15, 20165 then
Private funds: no history
RAUM +15% over the last fiscal year+18% a year over threeIARs 7 to 7
Practice profile
derived from the filing of Jan 29, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
- RAUM per advisor
- $55.2MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 52derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.0MderivedHNW RAUM over HNW clients
- Average account
- $320,982derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 99%derivedof RAUM
- Institutional
- 3.9%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.1derivedItem 5.A over advisors
- Advisors per office
- 7.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +15%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -2.4%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- portfolio management for individuals, pension consulting, selection of other advisersreportedItem 5.G
- Wrap fee program
- $344MreportedItem 5.I
- Custody
- $141M, 243 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$312M81%
- Individuals$59.7M15%
- Charitable organizations$9.5M2.5%
- Pension and profit-sharing plans$5.8M1.5%
- Individual clients
- 206reported
- HNW clients
- 159reported
- Pension plan clients
- 2reported
- Charitable clients
- 2reported
- Accounts
- 1,204reported
- Financial planning clients
- reported
- Wrap fee programs
- $0 sponsored, $335M managedreported
- Custody of client assets
- $141M for 243 clientsreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.96 fund_share=0.0 institutional_share=0.04 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
7 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| M••• C••••••• L••••Certified Financial Planner | Bellingham, Wa | May 5, 2015 | 32 y | 3 |
| D••• B••• W•••••••Certified Financial Planner | Bellingham, Wa | May 5, 2015 | 20 y | 3 |
| M••• L•••• W••••••Certified Financial Planner | Bellingham, Wa | May 5, 2015 | 28 y | 1 |
| S•••• E•••••••• L••••• A••••• | Bellingham, Wa | Jan 31, 2019 | 22 y | 5 |
| B••••• N••••• B••••• | Bellingham, Wa | Nov 22, 2023 | 10 y | 0 |
| T••••• D•••• L•••••• | Bellingham, Wa | Aug 1, 2024 | 13 y | 1 |
| D•••• D••••• D••••• | Bellingham, Wa | Oct 13, 2025 | 11 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount1 left over 36 months
Left, latest
- J••••••• N•••••• to K•• I••••••••• S••••••• L••Mar 26, 2024 · RIA to affiliated broker-dealer or bank
Joined, latest
- T••••• D•••• L•••••• from W•••• F•••• A•••••••Aug 1, 2024 · Wirehouse to independent RIA
- S•••• E•••••••• L••••• A••••• from M•••••• S••••••••• A•••• M••••••••• L••Jan 31, 2019 · Affiliated broker-dealer or bank to independent RIA
- M••• C••••••• L•••• from F•••••••• F•••••••• A•••••••• I•••May 5, 2015 · Other
- D••• B••• W••••••• from F•••••••• F•••••••• A•••••••• I•••May 5, 2015 · Other
- M••• L•••• W•••••• from B•• C••• F•••••••• S••••••• I••May 5, 2015 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 2 joined from F•••••••• F•••••••• A•••••••• I•••Oct 1, 2015 · Bellingham, Wa
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- L••••• M•••• C••••••• · Owner / Chief Compliance Officercontrolsince 03/2015 · owns 25% to 50%
- U•••••• W•••••• · Ownercontrolsince 03/2015 · owns 25% to 50%
- W••••••• M•••• L•••• · Ownercontrolsince 03/2015 · owns 25% to 50%
- W•••••••• D•••• B••• · Ownercontrolsince 03/2019 · owns 25% to 50%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Bellingham, Wa · principal | 7 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 1,196 to 1,204Apr 8, 2025 to Jan 29, 2026
- Advisory employees · 7 to 5Apr 8, 2025 to Jan 29, 2026
- HNW clients · 160 to 159Apr 8, 2025 to Jan 29, 2026
- Individual clients · 214 to 206Apr 8, 2025 to Jan 29, 2026
- Assets in custody · $182M to $141MApr 8, 2025 to Jan 29, 2026
- Employees · 9 to 8Apr 8, 2025 to Jan 29, 2026
- Discretionary RAUM · $334M to $382MApr 8, 2025 to Jan 29, 2026
- HNW RAUM · $274M to $312MApr 8, 2025 to Jan 29, 2026
- Individual RAUM · $48.4M to $59.7MApr 8, 2025 to Jan 29, 2026
- Non-discretionary RAUM · $856,649 to $4.7MApr 8, 2025 to Jan 29, 2026
- Pension RAUM · $4.7M to $5.8MApr 8, 2025 to Jan 29, 2026
- RAUM · $335M to $386MApr 8, 2025 to Jan 29, 2026
- Wrap assets (manager) · $307M to $335MApr 8, 2025 to Jan 29, 2026
- Accounts · 1,133 to 1,196Mar 27, 2024 to Apr 8, 2025
- Advisory employees · 6 to 7Mar 27, 2024 to Apr 8, 2025
- BD registered reps · 1 to 0Mar 27, 2024 to Apr 8, 2025
- HNW clients · 150 to 160Mar 27, 2024 to Apr 8, 2025
- Individual clients · 226 to 214Mar 27, 2024 to Apr 8, 2025
- Assets in custody · $91.2M to $182MMar 27, 2024 to Apr 8, 2025
- Employees · 7 to 9Mar 27, 2024 to Apr 8, 2025
- Financial planning clients · unset to Mar 27, 2024 to Apr 8, 2025
- State-registered IARs · 6 to 7Mar 27, 2024 to Apr 8, 2025
- Discretionary RAUM · $288M to $334MMar 27, 2024 to Apr 8, 2025
- HNW RAUM · $228M to $274MMar 27, 2024 to Apr 8, 2025
- Individual RAUM · $51.7M to $48.4MMar 27, 2024 to Apr 8, 2025
- Non-discretionary RAUM · $855,935 to $856,649Mar 27, 2024 to Apr 8, 2025
- Pension RAUM · $3.6M to $4.7MMar 27, 2024 to Apr 8, 2025
- RAUM · $288M to $335MMar 27, 2024 to Apr 8, 2025
- Related broker-dealer · true to falseMar 27, 2024 to Apr 8, 2025
- Wrap assets (manager) · $268M to $307MMar 27, 2024 to Apr 8, 2025
- Employees · 8 to 7Mar 15, 2024 to Mar 27, 2024
- State-registered IARs · 7 to 6Mar 15, 2024 to Mar 27, 2024
- Accounts · 1,076 to 1,133Mar 2, 2023 to Mar 15, 2024
- Advisory employees · 4 to 6Mar 2, 2023 to Mar 15, 2024
- BD registered reps · 2 to 1Mar 2, 2023 to Mar 15, 2024
- HNW clients · 141 to 150Mar 2, 2023 to Mar 15, 2024
- Individual clients · 229 to 226Mar 2, 2023 to Mar 15, 2024
- Assets in custody · $128M to $91.2MMar 2, 2023 to Mar 15, 2024
- Employees · 7 to 8Mar 2, 2023 to Mar 15, 2024
- State-registered IARs · 5 to 7Mar 2, 2023 to Mar 15, 2024
Signals
3 dated events
- J••••••• N•••••• left S•••••• A•••••••• I••• for K•• I••••••••• S••••••• L•• (registered 2024-06-27)Mar 26, 2024 · Advisor changed firm · fact
- Bree Deka Wiebusch (Owner) appeared on Schedule A of S•••••• A•••••••• I•••Mar 25, 2019 · Control person joined · fact
- S•••••• A•••••••• I••• filed its initial SEC registration (Form ADV)Apr 13, 2015 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- info@skylineadvisors.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 360-543-4058reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 360-671-1621reportedpublished by the firm, firm site, Sep 15, 2026
- Website
- S••••••ADVISORS.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 360-671-1621reportedpublic record, Form ADV, Jan 29, 2026
- Team page
- skylineadvisors.com/teamreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $55.2Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026