RIA Intel›Advisers›Washington›THE ROAD AHEAD WEALTH MANAGEMENT LLC

THE ROAD AHEAD WEALTH MANAGEMENT LLC

Advisory

Data as of Feb 24, 2026 · Source: SEC Form ADV

Average account

$445K

across 29 accounts

AUM per adviser

$13M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 24, 2026.

Total AUM

$13M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$13M

Discretionary AUM$13M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients13

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InWA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

13 clients

5 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in WA

Closest by assets under management. All figures from Form ADV.

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BROWN BRIDGE CAPITAL, LLC

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$13M

COLUMBIA STRATEGIC WEALTH ADVISORS, LLC

SEATTLE, WA

$13M

KENNEY INVESTMENT MANAGEMENT LLC

$12M

FINN WEALTH MANAGEMENT LLC

SPOKANE, WA

$14M

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