RIA Intel›Advisers›Washington›PERCENSION WEALTH ADVISORS, LLC

PERCENSION WEALTH ADVISORS, LLC

Advisory

WA

Data as of Jan 21, 2026 · Source: SEC Form ADV

Average account
$182K
across 149 accounts
AUM per adviser
$27M
1 adviser

Source: SEC Form ADV. Figures as filed Jan 21, 2026.

Total AUM
$27M
Discretionary %
100%
Clients
78
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$27M
Discretionary AUM$27M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients78
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, 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.

COOPER POINT ADVISORS LLC
$27M
JANIS FINANCIAL, LLC
$27M
WIPPLE CREEK, LLC
$27M
MCARTHUR DAVID WYNDHAM
SEQUIM, WA
$27M
+65.3% 1Y
WILKISON INVESTMENT SERVICES, LLC
$27M
PRISM CAPITAL MANAGEMENT, LLC
SEATTLE, WA
$28M
0.0% 1Y

Get the full picture on PERCENSION WEALTH ADVISORS, LLC

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

Create a free account →See plans