# Investors Portfolio Services LLC

> 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.

- CRD: 117299
- Filed as: INVESTORS PORTFOLIO SERVICES LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Puyallup, WA
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/117299
- AdvisorCensus page: https://advisorcensus.com/firm/investors-portfolio-services-llc-puyallup-wa-117299

## Quick answers

**How is Investors Portfolio Services LLC compensated?**
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).

**Where is Investors Portfolio Services LLC located?**
Investors Portfolio Services LLC's principal office is in Puyallup, WA, according to its Form ADV.

**Is Investors Portfolio Services LLC registered with the SEC or a state?**
Investors Portfolio Services LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 117299.

**How much does Investors Portfolio Services LLC manage?**
Investors Portfolio Services LLC reports $238,839,710 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (99% discretionary).

**How have Investors Portfolio Services LLC's assets and staff changed since 2021?**
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.

**What types of clients does Investors Portfolio Services LLC serve?**
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).

**Which custodians does Investors Portfolio Services LLC use?**
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.

**Does Investors Portfolio Services LLC report any disciplinary disclosures?**
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

**Does Investors Portfolio Services LLC state an account minimum?**
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."

**What changed in Investors Portfolio Services LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $216,521,935 to $238,839,710 (+10%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Account minimum: None (the brochure says it may be waived or negotiated)

> Currently, the Advisor does not set certain account balance minimums, however we reserve the right to amend or waive these requirements at any time.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Altruist Financial LLC
- Charles Schwab

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.

### Regulatory assets under management (Item 5.F)
- Total: $238,839,710
- Discretionary: $237,572,266
- Non-discretionary: $1,267,444

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 206 | $78,753,787 |
| High net worth individuals | 83 | $158,379,791 |
| Charitable organizations | 1 | $1,129,930 |
| Corporations or other businesses not listed above | 2 | $576,202 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- investorsportfolioservices.com
- Facebook @IPSPUYALLUP
- Facebook facebook.com
- Instagram @investorsportfolioservices
- LinkedIn @investors-portfolio-services
- LinkedIn @thomasjbowman
- YouTube @UChZqHEGSy51lI2v3LbcmEeA

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $119,389,786 | 4 | June 9, 2021 |
| October 2022 | $120,600,000 | 3 | September 23, 2022 |
| October 2023 | $134,709,241 | 3 | March 2, 2023 |
| October 2024 | $185,924,597 | 3 | March 26, 2024 |
| October 2025 | $201,458,306 | 3 | March 25, 2025 |
| October 2026 | $238,839,710 | 3 | March 30, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $216,521,935 to $238,839,710 (+10%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Investors Portfolio Services LLC (CRD 117299): Form ADV filing data as of October 2026.