Allium Financial Advisors, LLC
● SEC registered since 2017CRD 288462SEC# 801-110536Lake Oswego, OR
Reg. AUM
$733.5M
Employees
10
Accounts
934
Location
Lake Oswego, OR
Allium Financial Advisors, LLC assets under management
Allium Financial Advisors, LLC operates as an SEC-registered investment adviser based in Lake Oswego, OR. The firm has been registered since 2017. It reports $733.5 million in regulatory assets under management and employs 10 people.
Allium Financial Advisors, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Pradeep Tempalli Control | Senior Wealth Advisor | Under 5% | 2017 |
| Scott Alan Thompson Control | Chief Investment Officer | Under 5% | 2022 |
| Sheree Demers Arntson Control | Principal And Chief Compliance Officer | Under 5% | 2017 |
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Join to unlock · $37/moFrequently asked questions
How much does Allium Financial Advisors, LLC manage?
Allium Financial Advisors, LLC reports $733.5 million in regulatory assets under management on its Form ADV.
How many employees does Allium Financial Advisors, LLC have?
Allium Financial Advisors, LLC reports 10 employees.
Where is Allium Financial Advisors, LLC located?
Allium Financial Advisors, LLC is based in Lake Oswego, OR and has been SEC-registered since 2017.
Does Allium Financial Advisors, LLC disclose fund performance?
Allium Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 310 N State Street, Suite 208, Lake Oswego, OR 97034 |
| Phone | 877-487-6860 |
| Fax | 877-487-6860 |
| Office hours | 8-5 |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$733.5M▲ 15%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 39%
Larger than 61% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$733.5Mregulatory AUM
Discretionary $703.4MNon-discretionary $30.1M