RIA IntelAdvisersWashingtonOBSIDIAN INVESTMENT ADVISERS, LLC

OBSIDIAN INVESTMENT ADVISERS, LLC

Advisory

WA

Data as of Mar 30, 2026 · Source: SEC Form ADV

Average account
$313K
across 61 accounts
AUM per adviser
$19M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM
$19M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$19M
Discretionary AUM$19M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients61
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.

PENNY LANE WEALTH MANAGEMENT, LLC
TACOMA, WA
$19M
PROBABILITIES FUND MANAGEMENT, LLC
BELLEVUE, WA
$19M
-62.6% 1Y
SPENCER FINANCIAL PLANNING, LLC
$19M
DTM3 CORPORATION
$19M
TWO FIRS LLC
$19M
RAIN DOG LLC
BELLEVUE, WA
$19M

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