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Building 2TSCHETTER WEALTH ADVISORS

Map pinBELLEVUE, WA
Phone425-998-9960
NotebookSEC #801-111792
Total AUM
$695.9M
Employees
6
Clients
191

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
305 108TH AVE NE, SUITE 102
BELLEVUE
WA 98004
United States
Operating Hours
6:30A-4PM
Monday - Friday
Phone
425-998-9960

ReceiptFinancials

Total AUM
$695.9M
Accounts
442
Discretionary
$426.7M
Accounts
435
Non-Discretionary
$269.1M
Accounts
7

ContactClients

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Individual Clients
120
AUM
$36.1M
HNW Individual Clients
68
AUM
$655.2M
Pension/Profit Sharing Plan Clients
1
AUM
$2.2M
Charitable Organization Clients
1
AUM
$10K
Corporation or Business Clients
1
AUM
$2.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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