Seattle Wealth Management LLC
● SEC registered since 2017CRD 285877SEC# 801-108935Seattle, WA
Reg. AUM
$131.3M
Employees
2
Accounts
296
Location
Seattle, WA
Seattle Wealth Management LLC assets under management
Seattle Wealth Management LLC is an investment advisory firm registered with the SEC based in Seattle, WA. The firm has been registered since 2017. It reports $131.3 million in regulatory assets under management and employs 2 people.
Seattle Wealth Management LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Dan Dae Young Uhm Control | General Manager | 50-75% | 2021 |
| Eric Arthur Johnson Control | Financial Planner And Wealth Manager; Chief Compliance Officer | 50-75% | 2021 |
Frequently asked questions
How much does Seattle Wealth Management LLC manage?
Seattle Wealth Management LLC reports $131.3 million in regulatory assets under management on its Form ADV.
How many employees does Seattle Wealth Management LLC have?
Seattle Wealth Management LLC reports 2 employees.
Where is Seattle Wealth Management LLC located?
Seattle Wealth Management LLC is based in Seattle, WA and has been SEC-registered since 2017.
Does Seattle Wealth Management LLC disclose fund performance?
Seattle Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8301-A 5th Avenue NE, Seattle, WA 98115 |
| Phone | 206-858-6973 |
| Office hours | By Appointment |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$131.3M▲ 10%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 87%
Larger than 13% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$131.3Mregulatory AUM
Discretionary $131.3M