RIA Intel›Advisers›Washington›SALMON BAY WEALTH MANAGEMENT, LLC

SALMON BAY WEALTH MANAGEMENT, LLC

Advisory

WA

Data as of Feb 3, 2026 · Source: SEC Form ADV

Average account
$229K
across 21 accounts
AUM per adviser
$5M
1 adviser

Source: SEC Form ADV. Figures as filed Feb 3, 2026.

Total AUM
$5M
Discretionary %
100%
Clients
9
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$5M
Discretionary AUM$5M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients9
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.

ICICLE INVESTMENTS LLC
$5M
J DOSTAL INVESTMENTS INC.
$5M
BRIARWOOD FINANCIAL PLANNING LLC
GIG HARBOR, WA
$5M
BUSINESS WISE INSURANCE, PLLC
$5M
CHAIR SIX FINANCIAL PLANNING, PLLC
SPOKANE, WA
$5M
CARLISLE SOCIAL INVESTMENTS, LLC
KENNEWICK, WA
$5M
-21.6% 1Y

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