RIA Intel›Advisers›Washington›WEBBER ELLEN JEAN

WEBBER ELLEN JEAN

Advisory

Data as of Mar 18, 2026 · Source: SEC Form ADV

Average account

$597K

across 23 accounts

AUM per adviser

$14M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 18, 2026.

Total AUM

$14M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$14M

Discretionary AUM$11M

Non-Discretionary AUM$2M

Discretionary %83.6%

Total Clients23

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InWA

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

23 clients

9 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in WA

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

COAST CAPITAL MANAGEMENT, LLC

$14M

ALDER COVE CAPITAL, LLC

$14M

FINN WEALTH MANAGEMENT LLC

SPOKANE, WA

$14M

VAN RAY FINANCIAL, LLC

EDMONDS, WA

$14M

COLUMBIA STRATEGIC WEALTH ADVISORS, LLC

SEATTLE, WA

$13M

KLAHANIE INVESTMENT LLC

$14M

Get the full picture on WEBBER ELLEN JEAN

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

Create a free account →See plans