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AdvisorCensus / Financial advisors / Washington / Seattle, WA / New firms

New investment advisory firms in Seattle, WA

18 investment advisory firms in Seattle, WA first appeared on the SEC's monthly lists of registered advisers or exempt reporting advisers in the last twelve months of data, newest first, under the month of the list they first appeared on. New state registrations are not included, because AdvisorCensus began capturing state data in September 2026. Each entry links to the firm's filing. Rebuilt monthly.

All firms headquartered in Seattle, WA · Atom feed · How this list is built

July 2026 (1)

FirmLocationRegistration
Pacific Financial AdvisorsBellevue, WASEC-registered investment adviser

June 2026 (1)

FirmLocationRegistration
Hexa Management Group LLCSeattle, WAExempt reporting adviser

April 2026 (3)

FirmLocationRegistration
Optimal Tax Asset ManagementBellevue, WASEC-registered investment adviser
Sound Legacy Wealth Advisors, LLCBellevue, WASEC-registered investment adviser
Trilogy Investment AdvisorsBellevue, WAExempt reporting adviser

March 2026 (1)

FirmLocationRegistration
Meridian Wealth ManagementGig Harbor, WASEC-registered investment adviser

February 2026 (6)

FirmLocationRegistration
Gevers Wealth ManagementIssaquah, WASEC-registered investment adviser
Guide Advisors, Inc.Bothell, WASEC-registered investment adviser
Integrated Wealth Advisors, LLCBellevue, WASEC-registered investment adviser
Kairos Capital Management, LLCBellevue, WASEC-registered investment adviser
Klakna Group LtdSeattle, WAExempt reporting adviser
Timberlane Real Asset Management, LLCSeattle, WAExempt reporting adviser

January 2026 (1)

FirmLocationRegistration
Prospero Wealth, LLCSeattle, WASEC-registered investment adviser

December 2025 (5)

FirmLocationRegistration
Eternal Digital Fund Ltd.Seattle, WAExempt reporting adviser
Petrie Capital Management LLC.Seattle, WASEC-registered investment adviser
SBI US Gateway Fund ManagementEverett, WAExempt reporting adviser
Soundpath Retirement Strategies, LLCBellevue, WASEC-registered investment adviser
Wafd Wealth, IncSeattle, WASEC-registered investment adviser

Source: month-to-month comparison of the SEC's monthly adviser data and the state compilation feed. A firm appears in the month it first shows up as registered or reporting.

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AdvisorCensus. New investment advisory firms in Seattle, WA. https://advisorcensus.com/advisors/wa/seattle/new-firms
https://advisorcensus.com/advisors/wa/seattle/new-firms