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Seattle Wealth Management LLC

Headquartered in SEATTLE, WA

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Firm Information

Seattle Wealth Management LLC is a registered investment advisor based in Seattle, Washington. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and others. They have approximately $101.1 million in regulatory assets under management.

Seattle Wealth Management LLC

8301-A 5TH AVENUE NE

SEATTLE, WA 98115

$101.10M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

SEATTLE WEALTH MANAGEMENT LLC has a total of 1 branch locations across the country.
location

SEATTLE, WA

Advisors at Seattle Wealth Management LLC

View All 1 Advisors
Unclaimed
Eric Arthur Johnson

RA

SEATTLE, WA

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Dan Dae young Uhm

RA

SEATTLE, WA

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Disclosures

There are no public disclosures for Seattle Wealth Management LLC.

Frequently Asked Questions (7)

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