# Unleashed Financial LLC

> Unleashed Financial LLC is a state-registered investment advisory firm, registered since 2015, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 23, 2026.

- CRD: 182522
- Filed as: UNLEASHED FINANCIAL LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Washington
- Filing period: October 2026
- Form ADV filing dated: February 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/182522
- AdvisorCensus page: https://advisorcensus.com/firm/unleashed-financial-llc-182522

## Quick answers

**How is Unleashed Financial LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Unleashed Financial LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Unleashed Financial LLC registered with the SEC or a state?**
Unleashed Financial LLC is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 182522.

**How much does Unleashed Financial LLC manage?**
Unleashed Financial LLC reports $10,480,436 in regulatory assets under management in its Form ADV filing dated February 23, 2026 (85% discretionary).

**What types of clients does Unleashed Financial LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (31); high net worth individuals (2).

**Does Unleashed Financial LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/182522

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $10,480,436
- Discretionary: $8,925,550
- Non-discretionary: $1,554,886

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 31 | $7,442,123 |
| High net worth individuals | 2 | $3,038,313 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2015 (11 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- unleashedfinancial.com
- unleashedplanning.com
- Facebook @UNLEASHEDFINANCIAL
- LinkedIn @JASONPRETI

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Unleashed Financial LLC (CRD 182522): Form ADV filing data as of October 2026.