RIA IntelAdvisersWashingtonWALTIUM INVESTMENT ADVISORS LLC

WALTIUM INVESTMENT ADVISORS LLC

Advisory

WA

Data as of Aug 25, 2026 · Source: SEC Form ADV

Average account
$321K
across 1 accounts
AUM per adviser
$321K
1 advisers

Source: SEC Form ADV. Figures as filed Aug 25, 2026.

Total AUM
$321K
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$321K
Discretionary AUM$321K
Non-Discretionary AUM$0
Discretionary %100%
Total Clients
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL, WA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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

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