SAR WEALTH MANAGEMENT

SAR WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 170194). Regulatory assets under management: $3.8M.

Registration

• CRD: 170194
• Type: Registered investment adviser
• Phone: 425-361-2649
• Latest filing: 2026-03-17
• Regulatory AUM: $3.8M
• Discretionary AUM: $3.8M
• Clients: 4
• Accounts: 67

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 170194 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search