VIEWPOINT ADVISORY, LLC

VIEWPOINT ADVISORY, LLC of BOTHELL, WA is an SEC-registered investment adviser (CRD 305164). Regulatory assets under management: $103.3M.

Registration

• CRD: 305164
• SEC file number: 801-117378
• Type: Registered investment adviser
• Location: 22722 29TH DRIVE SE, SUITE 100, BOTHELL, WA, 98021
• Phone: 206-771-4295
• Latest filing: 2026-02-17
• Regulatory AUM: $103.3M
• Discretionary AUM: $103.3M
• Clients: 1
• Accounts: 187

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 305164 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search