RIA Intel›Advisers›Oregon›ALLIUM FINANCIAL ADVISORS, LLC

ALLIUM FINANCIAL ADVISORS, LLC

Advisory

N·LAKE OSWEGO, OR

Data as of Jul 23, 2026 · Source: SEC Form ADV

Total AUM

$734M

1-Year AUM Growth

+14.5%

3-Year CAGR

+14.9%

Employees

4

Assets Under Management

Total AUM$734M

Discretionary AUM$703M

Non-Discretionary AUM$30M

Discretionary %95.9%

Total Clients168

Team

Total Employees4

Investment Advisers10

Employee Growth (1Y)+25.0%

Filing History

Total Filings on Record30

First FilingApr 27, 2017

Latest FilingJul 23, 2026

🔒 Full AUM trend chart and 30 historical filings spanning 9+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on ALLIUM FINANCIAL ADVISORS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.