UNIONVIEW, LLC
Legal name: UNIONVIEW WEALTH PARTNERS
CRD #304462 SEC #801-116968 SEATTLE, WA 206-708-1048
SEC Registered
Total AUM
$291.5M
Discretionary
$288.6M
Employees
3
Clients
51
Accounts
564
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Washington
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 1, 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 |
|---|---|---|---|---|
| PIEPER, MARY KATHERINE | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| PIEPER, MARY KATHERINE | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| PIEPER, MARY KATHERINE | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| PIEPER, MARY KATHERINE | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| PIEPER, MARY KATHERINE | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| PIEPER, MARY KATHERINE | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| PIEPER, MARY KATHERINE | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| PIEPER, MARY KATHERINE | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| PIEPER, MARY KATHERINE | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| PIEPER, MARY KATHERINE | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| PIEPER, MARY KATHERINE | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| PIEPER, MARY KATHERINE | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| PIEPER, MARY KATHERINE | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| PIEPER, MARY KATHERINE | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| HANSON, CRAIG JAMES | I | PARTNER | B | Control |
| HANSON, CRAIG JAMES | I | PARTNER | B | Control |
| HANSON, CRAIG JAMES | I | PARTNER | B | Control |
| HANSON, CRAIG JAMES | I | PARTNER | B | Control |
| HANSON, CRAIG JAMES | I | PARTNER | B | Control |
| HANSON, CRAIG JAMES | I | PARTNER | B | Control |
| HANSON, CRAIG JAMES | I | PARTNER | B | Control |
| HANSON, CRAIG JAMES | I | PARTNER | B | Control |
| HANSON, CRAIG JAMES | I | PARTNER | B | Control |
| HANSON, CRAIG JAMES | I | PARTNER | A | Control |
| HANSON, CRAIG JAMES | I | PARTNER | A | Control |
| HANSON, CRAIG JAMES | I | PARTNER | A | Control |
| HANSON, CRAIG JAMES | I | PARTNER | A | Control |
| HANSON, CRAIG JAMES | I | PARTNER | A | Control |
Registrations
Federal
IA
Feb 1, 2025 REGISTERED
Notice Filings (4)
CA OR UT WA
Address
1500 WESTLAKE AVE NORTHSUITE 124
SEATTLE, WA 98109
United States
Phone: 206-708-1048