# ALLIUM FINANCIAL ADVISORS, LLC

ALLIUM FINANCIAL ADVISORS, LLC of LAKE OSWEGO, OR is an SEC-registered investment adviser.

## Registration

- CRD: 288462
- Type: SEC-registered investment adviser
- SEC file number: 801-110536
- Location: 310 N STATE STREET, SUITE 208, LAKE OSWEGO, OR, 97034
- Phone: 877-487-6860
- Latest filing: 2026-07-23
- Regulatory AUM: $733.5M
- Discretionary AUM: $703.4M
- Non-discretionary AUM: $30.1M
- Clients: 10
- Accounts: 934

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (12)

| Name | Role | Location |
| --- | --- | --- |
| Jeffrey Mitchell Press | CCO | — |
| Sheree Demers Arntson | PRESIDENT AND DIRECTOR; PRINCIPAL; PRINCIPAL AND CHIEF COMPLIANCE OFFICER | — |
| Pradeep Tempalli | CHIEF FINANCIAL OFFICER AND DIRECTOR; SENIOR WEALTH ADVISOR | — |
| Scott Alan Thompson | CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER AND DIRECTOR | — |
| THOMPSON SCOTT ALAN | CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER AND DIRECTOR | — |
| CASTLEMAN MEGAN LOUISE | CHIEF COMPLIANCE OFFICER | — |
| ARNTSON SHEREE DEMERS | PRESIDENT AND DIRECTOR; PRINCIPAL | — |
| TEMPALLI PRADEEP | CHIEF FINANCIAL OFFICER AND DIRECTOR; SENIOR WEALTH ADVISOR | — |
| MCCREARY JAMIE DAWN | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER; SENIOR WEALTH ADVISOR | — |
| SIZEMORE STACY LEIGH | CHIEF COMPLIANCE OFFICER | — |
| PRESS JEFFREY MITCHELL | CCO | — |
| FAGERSTROM STEPHANIE | CLIENT RELATIONSHIP MANAGER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/288462/brochure
- Similar advisers: https://search.stillhousedata.com/firm/288462/similar
- Related entities: https://search.stillhousedata.com/firm/288462/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/288462

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.