RIA Intel›Advisers›Washington›A5 FINANCIAL LLC

A5 FINANCIAL LLC

Advisory

BOTHELL, WA

Data as of Mar 9, 2026 · Source: SEC Form ADV

Average account

$479K

across 31 accounts

AUM per adviser

$7M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 9, 2026.

Total AUM

$15M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$15M

Discretionary AUM$15M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients16

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InWA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

16 clients

6 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in WA

Closest by assets under management. All figures from Form ADV.

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RADIANT ASSET MANAGEMENT, LLC

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$14M

VISION CASTING FINANCIAL PLANNING, LLC

SPOKANE, WA

$14M

JRS INVESTMENTS AND WEALTH PRESERVATION, LLC

$15M

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