SEATTLE WEALTH MANAGEMENT LLC
CRD #285877 SEC #801-108935 SEATTLE, WA 206-956-9445
SEC Registered
Total AUM
$119.3M
Discretionary
$119.3M
Employees
2
Clients
25
Accounts
299
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $119.3M | $119.3M | $0 | 2 | 0 |
| Oct 2024 | $101.1M | $101.1M | $0 | 2 | 0 |
| Mar 2024 | $101.1M | $101.1M | $0 | 2 | 0 |
| Mar 2023 | $95M | $95M | $0 | 2 | 0 |
| Mar 2022 | $110M | $110M | $0 | 2 | 0 |
| Feb 2021 | $136M | $136M | $0 | 1 | 0 |
| Feb 2021 | $136M | $136M | $0 | 1 | 0 |
| May 2020 | $117M | $117M | $0 | 2 | 0 |
| Mar 2020 | $117M | $117M | $0 | 2 | 0 |
| Mar 2019 | $118M | $118M | $0 | 3 | 0 |
| Aug 2018 | $103M | $103M | $0 | 3 | 0 |
| Mar 2018 | $103M | $103M | $0 | 3 | 0 |
| Sep 2017 | $91M | $91M | $0 | 3 | 0 |
| Aug 2017 | $91M | $91M | $0 | 3 | 0 |
| Jun 2017 | $91M | $91M | $0 | 3 | 0 |
| Jan 2017 | $0 | $0 | $0 | 3 | 0 |
DateFeb 2025
Total AUM$119.3M
Discretionary$119.3M
Non-Disc.$0
Employees2
Clients0
DateOct 2024
Total AUM$101.1M
Discretionary$101.1M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$101.1M
Discretionary$101.1M
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$95M
Discretionary$95M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$110M
Discretionary$110M
Non-Disc.$0
Employees2
Clients0
DateFeb 2021
Total AUM$136M
Discretionary$136M
Non-Disc.$0
Employees1
Clients0
DateFeb 2021
Total AUM$136M
Discretionary$136M
Non-Disc.$0
Employees1
Clients0
DateMay 2020
Total AUM$117M
Discretionary$117M
Non-Disc.$0
Employees2
Clients0
DateMar 2020
Total AUM$117M
Discretionary$117M
Non-Disc.$0
Employees2
Clients0
DateMar 2019
Total AUM$118M
Discretionary$118M
Non-Disc.$0
Employees3
Clients0
DateAug 2018
Total AUM$103M
Discretionary$103M
Non-Disc.$0
Employees3
Clients0
DateMar 2018
Total AUM$103M
Discretionary$103M
Non-Disc.$0
Employees3
Clients0
DateSep 2017
Total AUM$91M
Discretionary$91M
Non-Disc.$0
Employees3
Clients0
DateAug 2017
Total AUM$91M
Discretionary$91M
Non-Disc.$0
Employees3
Clients0
DateJun 2017
Total AUM$91M
Discretionary$91M
Non-Disc.$0
Employees3
Clients0
DateJan 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0