VAN RAY WEALTH MANAGEMENT

VAN RAY WEALTH MANAGEMENT of EDMONDS, WA is an SEC-registered investment adviser (CRD 304550). Regulatory assets under management: $14.0M.

Registration

• CRD: 304550
• Type: Registered investment adviser
• Location: 120 WEST DAYTON STREET, EDMONDS, WA, 98020
• Phone: 425-787-2400
• Latest filing: 2026-02-27
• Regulatory AUM: $14.0M
• Discretionary AUM: $6.2M
• Non-discretionary AUM: $7.8M
• Clients: 1
• Accounts: 26

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 304550 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search