WASHBURN ASSET MANAGEMENT LLC

WASHBURN ASSET MANAGEMENT LLC is an SEC-registered investment adviser (CRD 306100). Regulatory assets under management: $8.1M.

Registration

• CRD: 306100
• Type: Registered investment adviser
• Phone: 440-915-8565
• Latest filing: 2026-03-02
• Regulatory AUM: $8.1M
• Discretionary AUM: $6.7M
• Non-discretionary AUM: $1.4M
• Clients: 1
• Accounts: 40

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 306100 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search