Data / Investment advisers / Washington / Kirkland
Investment advisers in Kirkland, WA: 13 firms, $3.6 billion in AUM
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
13 investment advisers have their main office in Kirkland, Washington: 11 SEC registered and 2 exempt reporting. The registered advisers report $3.6 billion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is Elite Wealth Management, Inc. with $861 million.
The request: Every investment adviser in Kirkland, Washington with AUM over $100 million, with phone and website. $10 of work on sign-up, no card.
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- 13Advisers
- 11SEC registered
- 2Exempt reporting
- $3.6 billionTotal AUM
- 10Advisers over $100 million
- 4Manage private funds
- November 2, 2026File date
Largest advisers by AUM
Ranked by regulatory AUM, then by private funds. Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
|---|---|---|---|---|---|---|---|---|
| Elite Wealth Management, Inc. | Kirkland | $861.3 million | 1,510 | 5 | Not listed | (425) 828-4300 | elitewm.com | adviserinfo.sec.gov |
| SPG Advisors LLC | Kirkland | $535.4 million | 2,366 | 9 | Not listed | (425) 821-9442 | adviserinfo.sec.gov | |
| Schmidt Financial Management | Kirkland | $497.5 million | 827 | 7 | Not listed | (425) 893-9195 | schmidtfm.com | adviserinfo.sec.gov |
| Robinswood Financial | Kirkland | $453.2 million | 1,404 | 6 | Not listed | (452) 296-1611 | robinswood.com | adviserinfo.sec.gov |
| Taiyo Pacific Partners L.P. | Kirkland | $395.3 million | 7 | 14 | 3 | (425) 896-5300 | taiyofunds.com | adviserinfo.sec.gov |
| Kaizen Financial Advisors, LLC | Kirkland | $283.7 million | 626 | 4 | Not listed | (425) 321-5800 | kaizenfa.com | adviserinfo.sec.gov |
| Prevail Wealth Management | Kirkland | $260.8 million | 746 | 5 | Not listed | (425) 448-1818 | prevailwealth.com | adviserinfo.sec.gov |
| Hot Creek Capital, L.L.C. | Kirkland | $135.7 million | 1 | 2 | 1 | (206) 623-3800 | hotcreekcapital.com | adviserinfo.sec.gov |
| Greystone Financial & Estate Services, Inc. | Kirkland | $117.1 million | 551 | 1 | Not listed | (206) 352-9205 | greystoneinvest.com | adviserinfo.sec.gov |
| Private Asset Management Inc | Kirkland | $109.5 million | 177 | 4 | Not listed | (425) 213-1600 | adviserinfo.sec.gov | |
| Altitude Ventures Management, LLC | Kirkland | Not listed | Not listed | Not listed | 6 | (206) 999-3348 | altitudelsv.com | adviserinfo.sec.gov |
| Lattice Capital Management LLC | Kirkland | Not listed | Not listed | Not listed | 1 | (425) 828-4300 | adviserinfo.sec.gov | |
| Calpa Advisors LLC | Kirkland | Not listed | 0 | 1 | Not listed | (310) 418-1683 | adviserinfo.sec.gov |
Advisers in Kirkland that manage private funds
4 advisers report private funds. The 30 with the most funds.
| Adviser | City | State | Private funds | Hedge | Private equity | Venture capital | Real estate | Fund gross assets | AUM | Source |
|---|---|---|---|---|---|---|---|---|---|---|
| Altitude Ventures Management, LLC | Kirkland | WA | 6 | Not listed | Not listed | 6 | Not listed | $287.2 million | Not listed | adviserinfo.sec.gov |
| Taiyo Pacific Partners L.P. | Kirkland | WA | 3 | 2 | 1 | Not listed | Not listed | $145.3 million | $395.3 million | adviserinfo.sec.gov |
| Hot Creek Capital, L.L.C. | Kirkland | WA | 1 | 1 | Not listed | Not listed | Not listed | $135.7 million | $135.7 million | adviserinfo.sec.gov |
| Lattice Capital Management LLC | Kirkland | WA | 1 | 1 | Not listed | Not listed | Not listed | $122.1 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.