UNLEASHED FINANCIAL LLC

UNLEASHED FINANCIAL LLC is an SEC-registered investment adviser (CRD 182522). Regulatory assets under management: $10.5M.

Registration

• CRD: 182522
• Type: Registered investment adviser
• Phone: 425-954-6781
• Latest filing: 2026-02-23
• Regulatory AUM: $10.5M
• Discretionary AUM: $8.9M
• Non-discretionary AUM: $1.6M
• Clients: 1
• Accounts: 124

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 182522 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search