ALLIUM FINANCIAL ADVISORS, LLC
CRD #288462 SEC #801-110536 LAKE OSWEGO, OR 877-487-6860
SEC Registered
Total AUM
$638.9M
Discretionary
$625.6M
Employees
10
Clients
101
Accounts
680
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Oregon
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 6, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ARNTSON, SHEREE, DEMERS | I | PRINCIPAL | NA | Control |
| ARNTSON, SHEREE, DEMERS | I | PRINCIPAL | NA | Control |
| ARNTSON, SHEREE, DEMERS | I | PRINCIPAL | NA | Control |
| ARNTSON, SHEREE, DEMERS | I | PRINCIPAL | NA | Control |
| ARNTSON, SHEREE, DEMERS | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CASTLEMAN, MEGAN, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CASTLEMAN, MEGAN, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CASTLEMAN, MEGAN, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CASTLEMAN, MEGAN, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CASTLEMAN, MEGAN, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CASTLEMAN, MEGAN, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FAGERSTROM, STEPHANIE | I | CLIENT RELATIONSHIP MANAGER | NA | Control |
| FAGERSTROM, STEPHANIE | I | CLIENT RELATIONSHIP MANAGER | NA | Control |
| PRESS, JEFFREY, MITCHELL | I | CCO | NA | |
| PRESS, JEFFREY, MITCHELL | I | CCO | NA | |
| PRESS, JEFFREY, MITCHELL | I | CCO | NA | |
| PRESS, JEFFREY, MITCHELL | I | CCO | NA | |
| PRESS, JEFFREY, MITCHELL | I | CCO | NA | |
| PRESS, JEFFREY, MITCHELL | I | CCO | NA | |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TEMPALLI, PRADEEP | I | SENIOR WEALTH ADVISOR | NA | Control |
| TEMPALLI, PRADEEP | I | SENIOR WEALTH ADVISOR | NA | Control |
| TEMPALLI, PRADEEP | I | SENIOR WEALTH ADVISOR | NA | Control |
| TEMPALLI, PRADEEP | I | SENIOR WEALTH ADVISOR | NA | Control |
| TEMPALLI, PRADEEP | I | SENIOR WEALTH ADVISOR | NA | Control |
| THOMPSON, SCOTT, ALAN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| THOMPSON, SCOTT, ALAN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| THOMPSON, SCOTT, ALAN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| THOMPSON, SCOTT, ALAN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| THOMPSON, SCOTT, ALAN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| TRILLIUM CONSULTING INC. | DE | PARENT ENTITY | E | Control |
| TRILLIUM CONSULTING INC. | DE | PARENT ENTITY | E | Control |
| TRILLIUM CONSULTING INC. | DE | PARENT ENTITY | E | Control |
| TRILLIUM CONSULTING INC. | DE | PARENT ENTITY | E | Control |
| TRILLIUM CONSULTING INC. | DE | PARENT ENTITY | E | Control |
| ARNTSON, SHEREE, DEMERS | I | PRINCIPAL | C | Control |
| ARNTSON, SHEREE, DEMERS | I | PRINCIPAL | C | Control |
| ARNTSON, SHEREE, DEMERS | I | PRINCIPAL | C | Control |
| ARNTSON, SHEREE, DEMERS | I | PRINCIPAL | C | Control |
| ARNTSON, SHEREE, DEMERS | I | PRINCIPAL | C | Control |
| ARNTSON, SHEREE, DEMERS | I | PRINCIPAL | C | Control |
| ARNTSON, SHEREE, DEMERS | I | PRINCIPAL | C | Control |
| ARNTSON, SHEREE, DEMERS | I | PRINCIPAL | C | Control |
| ARNTSON, SHEREE, DEMERS | I | PRINCIPAL | C | Control |
| ARNTSON, SHEREE, DEMERS | I | PRINCIPAL | C | Control |
| ARNTSON, SHEREE, DEMERS | I | PRINCIPAL | C | Control |
| ARNTSON, SHEREE, DEMERS | I | PRINCIPAL | C | Control |
| ARNTSON, SHEREE, DEMERS | I | PRINCIPAL | C | Control |
| ARNTSON, SHEREE, DEMERS | I | PRINCIPAL | C | Control |
| ARNTSON, SHEREE, DEMERS | I | PRINCIPAL | C | Control |
| ARNTSON, SHEREE, DEMERS | I | PRINCIPAL | C | Control |
| ARNTSON, SHEREE, DEMERS | I | PRINCIPAL | C | Control |
| ARNTSON, SHEREE, DEMERS | I | PRINCIPAL | C | Control |
| ARNTSON, SHEREE, DEMERS | I | PRINCIPAL | C | Control |
| ARNTSON, SHEREE, DEMERS | I | PRINCIPAL | C | Control |
| ARNTSON, SHEREE, DEMERS | I | PRINCIPAL | C | Control |
| ARNTSON, SHEREE, DEMERS | I | PRINCIPAL | C | Control |
| ARNTSON, SHEREE, DEMERS | I | PRINCIPAL | C | Control |
| ARNTSON, SHEREE, DEMERS | I | PRINCIPAL | C | Control |
| ARNTSON, SHEREE, DEMERS | I | PRINCIPAL | C | Control |
| ARNTSON, SHEREE, DEMERS | I | PRINCIPAL | C | Control |
| ARNTSON, SHEREE, DEMERS | I | PRINCIPAL | C | Control |
| MCCREARY, JAMIE, DAWN | I | SENIOR WEALTH ADVISOR | C | Control |
| MCCREARY, JAMIE, DAWN | I | SENIOR WEALTH ADVISOR | C | Control |
| MCCREARY, JAMIE, DAWN | I | SENIOR WEALTH ADVISOR | C | Control |
| MCCREARY, JAMIE, DAWN | I | SENIOR WEALTH ADVISOR | C | Control |
| MCCREARY, JAMIE, DAWN | I | SENIOR WEALTH ADVISOR | C | Control |
| MCCREARY, JAMIE, DAWN | I | SENIOR WEALTH ADVISOR | C | Control |
| MCCREARY, JAMIE, DAWN | I | SENIOR WEALTH ADVISOR | C | Control |
| MCCREARY, JAMIE, DAWN | I | SENIOR WEALTH ADVISOR | C | Control |
| MCCREARY, JAMIE, DAWN | I | SENIOR WEALTH ADVISOR | C | Control |
| MCCREARY, JAMIE, DAWN | I | SENIOR WEALTH ADVISOR | C | Control |
| MCCREARY, JAMIE, DAWN | I | SENIOR WEALTH ADVISOR | C | Control |
| MCCREARY, JAMIE, DAWN | I | SENIOR WEALTH ADVISOR | C | Control |
| MCCREARY, JAMIE, DAWN | I | SENIOR WEALTH ADVISOR | C | Control |
| MCCREARY, JAMIE, DAWN | I | SENIOR WEALTH ADVISOR | C | Control |
| MCCREARY, JAMIE, DAWN | I | SENIOR WEALTH ADVISOR | C | Control |
| MCCREARY, JAMIE, DAWN | I | SENIOR WEALTH ADVISOR | C | Control |
| MCCREARY, JAMIE, DAWN | I | SENIOR WEALTH ADVISOR | C | Control |
| MCCREARY, JAMIE, DAWN | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | C | Control |
| MCCREARY, JAMIE, DAWN | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | C | Control |
| MCCREARY, JAMIE, DAWN | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | C | Control |
| MCCREARY, JAMIE, DAWN | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | C | Control |
| MCCREARY, JAMIE, DAWN | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | C | Control |
| MCCREARY, JAMIE, DAWN | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | C | Control |
| MCCREARY, JAMIE, DAWN | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | C | Control |
| MCCREARY, JAMIE, DAWN | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | C | Control |
| TEMPALLI, PRADEEP | I | SENIOR WEALTH ADVISOR | C | Control |
| TEMPALLI, PRADEEP | I | SENIOR WEALTH ADVISOR | C | Control |
| TEMPALLI, PRADEEP | I | SENIOR WEALTH ADVISOR | C | Control |
| TEMPALLI, PRADEEP | I | SENIOR WEALTH ADVISOR | C | Control |
| TEMPALLI, PRADEEP | I | SENIOR WEALTH ADVISOR | C | Control |
| TEMPALLI, PRADEEP | I | SENIOR WEALTH ADVISOR | C | Control |
| TEMPALLI, PRADEEP | I | SENIOR WEALTH ADVISOR | C | Control |
| TEMPALLI, PRADEEP | I | SENIOR WEALTH ADVISOR | C | Control |
| TEMPALLI, PRADEEP | I | SENIOR WEALTH ADVISOR | C | Control |
| TEMPALLI, PRADEEP | I | SENIOR WEALTH ADVISOR | C | Control |
| TEMPALLI, PRADEEP | I | SENIOR WEALTH ADVISOR | C | Control |
| TEMPALLI, PRADEEP | I | SENIOR WEALTH ADVISOR | C | Control |
| TEMPALLI, PRADEEP | I | SENIOR WEALTH ADVISOR | C | Control |
| TEMPALLI, PRADEEP | I | SENIOR WEALTH ADVISOR | C | Control |
| TEMPALLI, PRADEEP | I | SENIOR WEALTH ADVISOR | C | Control |
| TEMPALLI, PRADEEP | I | SENIOR WEALTH ADVISOR | C | Control |
| TEMPALLI, PRADEEP | I | SENIOR WEALTH ADVISOR | C | Control |
| TEMPALLI, PRADEEP | I | SENIOR WEALTH ADVISOR | C | Control |
| TEMPALLI, PRADEEP | I | SENIOR WEALTH ADVISOR | C | Control |
| TEMPALLI, PRADEEP | I | SENIOR WEALTH ADVISOR | C | Control |
| TEMPALLI, PRADEEP | I | SENIOR WEALTH ADVISOR | C | Control |
| TEMPALLI, PRADEEP | I | SENIOR WEALTH ADVISOR | C | Control |
| TEMPALLI, PRADEEP | I | SENIOR WEALTH ADVISOR | C | Control |
| TEMPALLI, PRADEEP | I | SENIOR WEALTH ADVISOR | C | Control |
| TEMPALLI, PRADEEP | I | SENIOR WEALTH ADVISOR | C | Control |
| TEMPALLI, PRADEEP | I | SENIOR WEALTH ADVISOR | C | Control |
| TEMPALLI, PRADEEP | I | SENIOR WEALTH ADVISOR | C | Control |
| THOMPSON, SCOTT, ALAN | I | CHIEF INVESTMENT OFFICER | B | Control |
| THOMPSON, SCOTT, ALAN | I | CHIEF INVESTMENT OFFICER | B | Control |
| THOMPSON, SCOTT, ALAN | I | CHIEF INVESTMENT OFFICER | B | Control |
| THOMPSON, SCOTT, ALAN | I | CHIEF INVESTMENT OFFICER | B | Control |
| THOMPSON, SCOTT, ALAN | I | CHIEF INVESTMENT OFFICER | B | Control |
| THOMPSON, SCOTT, ALAN | I | CHIEF INVESTMENT OFFICER | B | Control |
| FAGERSTROM, STEPHANIE | I | CLIENT RELATIONSHIP MANAGER | A | Control |
| FAGERSTROM, STEPHANIE | I | CLIENT RELATIONSHIP MANAGER | A | Control |
| FAGERSTROM, STEPHANIE | I | CLIENT RELATIONSHIP MANAGER | A | Control |
| FAGERSTROM, STEPHANIE | I | CLIENT RELATIONSHIP MANAGER | A | Control |
| FAGERSTROM, STEPHANIE | I | CLIENT RELATIONSHIP MANAGER | A | Control |
| THOMPSON, SCOTT, ALAN | I | CHIEF INVESTMENT OFFICER | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| THOMPSON, SCOTT, ALAN | I | TRILLIUM CONSULTING INC. | F | Control |
| THOMPSON, SCOTT, ALAN | I | TRILLIUM CONSULTING INC. | F | Control |
| ARNTSON, SHEREE, DEMERS | I | TRILLIUM CONSULTING INC. | C | Control |
| ARNTSON, SHEREE, DEMERS | I | TRILLIUM CONSULTING INC. | C | Control |
| TEMPALLI, PRADEEP | I | TRILLIUM CONSULTING INC. | C | Control |
| TEMPALLI, PRADEEP | I | TRILLIUM CONSULTING INC. | C | Control |
Registrations
Federal
IA
Jun 6, 2025 REGISTERED
Notice Filings (5)
AZ CA OR TX WA
Address
310 N STATE STREETSUITE 208
LAKE OSWEGO, OR 97034
United States
Phone: 877-487-6860