RIA IntelAdvisersWashingtonLONG HABIT LLC

LONG HABIT LLC

Advisory

WA

Data as of Mar 20, 2026 · Source: SEC Form ADV

Average account
$806K
across 31 accounts
AUM per adviser
$25M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 20, 2026.

Total AUM
$25M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$25M
Discretionary AUM$25M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients35
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InWA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in WA

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

IRON SUMMIT CAPITAL, LP
BELLEVUE, WA
$25M
PLANIT FINANCIAL LLC
$25M
SOUND FINANCIAL ADVISORS, INC.
$25M
R CUBED GLOBAL CAPITAL INC.
BELLEVUE, WA
$25M
+352.5% 1Y
ANDREW WATKINS & ASSOCIATES INC.
SEQUIM, WA
$24M
-36.2% 1Y
COPPER PLACE GLOBAL CAPITAL LLC
CLYDE HILL, WA
$24M

Get the full picture on LONG HABIT LLC

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

Create a free account →See plans