RIA Intel›Advisers›Washington›BERETS FINANCIAL SERVICES LLC

BERETS FINANCIAL SERVICES LLC

Advisory

WA

Data as of Jan 24, 2026 · Source: SEC Form ADV

Average account

$59K

across 17 accounts

AUM per adviser

$997K

1 advisers

Source: SEC Form ADV. Figures as filed Jan 24, 2026.

Total AUM

$997K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$997K

Discretionary AUM$997K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients17

Team

Total Employees1

Investment Advisers1

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

17 clients

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

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

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MOUNTAIN LAKES CAPITAL MANAGEMENT LLC

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