RIA Intel›Advisers›Washington›BRIARWOOD FINANCIAL PLANNING LLC

BRIARWOOD FINANCIAL PLANNING LLC

Advisory

GIG HARBOR, WA

Data as of May 11, 2026 · Source: SEC Form ADV

Average account

$97K

across 49 accounts

AUM per adviser

$2M

3 advisers

Source: SEC Form ADV. Figures as filed May 11, 2026.

Total AUM

$5M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$5M

Discretionary AUM$5M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients27

Team

Total Employees4

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InID, WA

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

27 clients

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

See plansIncluded with the Intelligence plan

Advisers of similar size in WA

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

BUSINESS WISE INSURANCE, PLLC

$5M

J DOSTAL INVESTMENTS INC.

$5M

SALMON BAY WEALTH MANAGEMENT, LLC

$5M

ICICLE INVESTMENTS LLC

$5M

CARLISLE SOCIAL INVESTMENTS, LLC

KENNEWICK, WA

$5M

-21.6% 1Y

CHAIR SIX FINANCIAL PLANNING, PLLC

SPOKANE, WA

$5M

Get the full picture on BRIARWOOD FINANCIAL PLANNING LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track BRIARWOOD FINANCIAL PLANNING LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans