RIA Intel›Advisers›Washington›ONE DAY LLC

ONE DAY LLC

Advisory

WA

Data as of Mar 23, 2026 · Source: SEC Form ADV

Average account
$162K
across 270 accounts
AUM per adviser
$22M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 23, 2026.

Total AUM
$44M
Discretionary %
88.1%
Clients
60
Employees
2

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$44M
Discretionary AUM$38M
Non-Discretionary AUM$5M
Discretionary %88.1%
Total Clients60
Team
Total Employees2
Investment Advisers2
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.

PRIVATE WEALTH MANAGEMENT SOLUTIONS, LLC
BELLEVUE, WA
$44M
EVOKE FINANCIAL SERVICES, LLC
$44M
TACOMA INVESTMENT GROUP, INC.
$44M
ERIKSEN CAPITAL MANAGEMENT LLC
$44M
SABIN INVESTMENT MANAGEMENT, INC.
$44M
-36.9% 1Y
CULLEN FINANCIAL PLANNING LLC
SPOKANE, WA
$43M

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