A5 FINANCIAL LLC

A5 FINANCIAL LLC of BOTHELL, WA is an SEC-registered investment adviser (CRD 334313). Regulatory assets under management: $14.9M.

Registration

• CRD: 334313
• Type: Registered investment adviser
• Location: 22722 29TH DR SE, BOTHELL, WA, 98021
• Phone: 425-491-0143
• Latest filing: 2026-03-09
• Regulatory AUM: $14.9M
• Discretionary AUM: $14.9M
• Clients: 2
• Accounts: 31

Business model

Compensation: % of AUM, Hourly, Fixed.

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 334313 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search