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Building 2UNIONVIEW WEALTH PARTNERS

Map pinSEATTLE, WA
Phone206-708-1048
NotebookSEC #801-116968
Total AUM
$291.5M
Employees
3
Clients
168

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1500 WESTLAKE AVE NORTH
SUITE 124
SEATTLE
WA 98109
United States
Operating Hours
7:30AM TO 4:00PM
Monday - Friday
Phone
206-708-1048

ReceiptFinancials

Total AUM
$291.5M
Accounts
564
Discretionary
$288.6M
Accounts
563
Non-Discretionary
$2.8M
Accounts
1

ContactClients

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Individual Clients
83
AUM
$26.1M
HNW Individual Clients
85
AUM
$265.4M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAORUTWA

HandshakeAffiliates

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

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