RIA Intel›Advisers›Washington›MELLOR & ASSOCIATES LLC

MELLOR & ASSOCIATES LLC

Advisory

BELLEVUE, WA

Data as of Mar 31, 2026 · Source: SEC Form ADV

Average account
$159K
across 138 accounts
AUM per adviser
$22M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM
$22M
Discretionary %
100%
Clients
63
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$22M
Discretionary AUM$22M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients63
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InID, 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.

FAMILY RETIREMENT LLC
SEATTLE, WA
$22M
ADVITICA FINANCIAL PLANNING LLC
$22M
KELCE ADVISORS, LLC
$22M
VALIANT FINANCIAL PLANNING, LLC
$22M
RATTLESNAKE CREEK CAPITAL LLC
SEATTLE, WA
$22M
R. BRIAN HOWELL & ASSOCIATES, INC.
TACOMA, WA
$23M
-5.2% 1Y

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