RIA Intel›Advisers›Washington›DIOGENES FINANCIAL LLC

DIOGENES FINANCIAL LLC

Advisory

WA

Data as of Apr 6, 2026 · Source: SEC Form ADV

Average account
$192K
across 55 accounts
AUM per adviser
$11M
1 adviser

Source: SEC Form ADV. Figures as filed Apr 6, 2026.

Total AUM
$11M
Discretionary %
100%
Clients
26
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$11M
Discretionary AUM$11M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients26
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InHI, WA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in WA

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

UNLEASHED FINANCIAL LLC
$10M
R & R RETIREMENT SERVICES, INC
SEATTLE, WA
$11M
GUARDIAN PLUS INC
$11M
-9.6% 1Y
HOWATSON, LLC
$10M
KAMADA INVESTMENT MANAGEMENT, LLC
$10M
CIM FINANCIAL GROUP, INC.
SEATTLE, WA
$10M

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