{
  "crd_number": 117299,
  "slug": "investors-portfolio-services-llc-puyallup-wa-117299",
  "primary_business_name": "INVESTORS PORTFOLIO SERVICES LLC",
  "legal_name": "INVESTORS PORTFOLIO SERVICES LLC",
  "dbas": [],
  "city": "Puyallup",
  "state": "WA",
  "country": "United States",
  "cbsa_code": "42660",
  "metro": {
    "cbsa_code": "42660",
    "common_name": "Seattle",
    "msa_name": "Seattle-Tacoma-Bellevue, WA",
    "path": "/advisors/wa/seattle"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-04-02",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": 238839710.0,
  "raum_discretionary": 237572266.0,
  "raum_non_discretionary": 1267444.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 1129930.0,
      "count": 1,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 78753787.0,
      "count": 206
    },
    "high_net_worth_individuals": {
      "raum": 158379791.0,
      "count": 83
    },
    "corporations_other_businesses": {
      "raum": 576202.0,
      "count": 2,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "TX",
    "WA"
  ],
  "websites": [
    "https://facebook.com/IPSPUYALLUP",
    "https://facebook.com/profile.php?id=100063621201787",
    "https://instagram.com/investorsportfolioservices",
    "https://investorsportfolioservices.com",
    "https://linkedin.com/company/investors-portfolio-services",
    "https://linkedin.com/in/thomasjbowman",
    "https://youtube.com/channel/UChZqHEGSy51lI2v3LbcmEeA"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/117299",
  "city_as_filed": "PUYALLUP",
  "url": "https://advisorcensus.com/firm/investors-portfolio-services-llc-puyallup-wa-117299",
  "display_name": "Investors Portfolio Services LLC",
  "summary": "Investors Portfolio Services LLC is an SEC-registered investment advisory firm in Puyallup, WA, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.",
  "citation": "AdvisorCensus. Investors Portfolio Services LLC (CRD 117299): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Investors Portfolio Services LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Investors Portfolio Services LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Investors Portfolio Services LLC located?",
      "a": "Investors Portfolio Services LLC's principal office is in Puyallup, WA, according to its Form ADV."
    },
    {
      "q": "Is Investors Portfolio Services LLC registered with the SEC or a state?",
      "a": "Investors Portfolio Services LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 117299."
    },
    {
      "q": "How much does Investors Portfolio Services LLC manage?",
      "a": "Investors Portfolio Services LLC reports $238,839,710 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (99% discretionary)."
    },
    {
      "q": "How have Investors Portfolio Services LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Investors Portfolio Services LLC: Regulatory assets under management: $119,389,786 in the October 2021 data and $238,839,710 in the October 2026 data, up 100%. Total employees: 4 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Investors Portfolio Services LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (206); high net worth individuals (83); corporations or other businesses not listed above (2)."
    },
    {
      "q": "Which custodians does Investors Portfolio Services LLC use?",
      "a": "Investors Portfolio Services LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Altruist Financial LLC and Charles Schwab as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Investors Portfolio Services LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/117299"
    },
    {
      "q": "Does Investors Portfolio Services LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 30, 2026 says: \"Currently, the Advisor does not set certain account balance minimums, however we reserve the right to amend or waive these requirements at any time.\""
    },
    {
      "q": "What changed in Investors Portfolio Services LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $216,521,935 to $238,839,710 (+10%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 119389786.0,
      "total_employees": 4,
      "filing_date": "2021-06-09"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 120600000.0,
      "total_employees": 3,
      "filing_date": "2022-09-23"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 134709241.0,
      "total_employees": 3,
      "filing_date": "2023-03-02"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 185924597.0,
      "total_employees": 3,
      "filing_date": "2024-03-26"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 201458306.0,
      "total_employees": 3,
      "filing_date": "2025-03-25"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 238839710.0,
      "total_employees": 3,
      "filing_date": "2026-03-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $216,521,935 to $238,839,710 (+10%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 30, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "Currently, the Advisor does not set certain account balance minimums, however we reserve the right to amend or waive these requirements at any time."
        ]
      }
    ],
    "quotes": [
      "Currently, the Advisor does not set certain account balance minimums, however we reserve the right to amend or waive these requirements at any time."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Altruist Financial LLC",
      "name_as_filed": "ALTRUIST FINANCIAL LLC",
      "affiliated": false
    },
    {
      "name": "Charles Schwab",
      "name_as_filed": "CHARLES SCHWAB",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/investors-portfolio-services-llc-puyallup-wa-117299.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 206,
      "fewer_than_5": false,
      "raum": 78753787.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 83,
      "fewer_than_5": false,
      "raum": 158379791.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": true,
      "raum": 1129930.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 2,
      "fewer_than_5": true,
      "raum": 576202.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/117299",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}