CRD: 288462
Allium Financial Advisors, LLC
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- Custodian
- Charles Schwab & Company · State Street
- Clients
- Retail and Institutional
- Platforms
- Momentum bridgePathway momentum
- Established Date
- 05-16-2017
- Office Locations
- 1
Office Locations
About Allium Financial Advisors, LLC
Allium Financial Advisors provides “financial life management,” combining investment management with coordinated legal, tax, and trustee support for clients with complex financial lives. The firm builds personalized, proactive, cost-conscious portfolios using stock and bond funds alongside carefully selected alternative investments aimed at enhancing returns and reducing volatility. Custody includes Charles Schwab and State Street.
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Accredited Investors
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Owner & Executives
SHEREE DEMERS ARNTSON
Chief Compliance Officer, PRINCIPAL, Senior Investment Advisor
- CRD
- #3184330
- Ownership
- Less than 5%
PRADEEP TEMPALLI
Financial Advisor, General Partner, Senior Wealth Advisor
- CRD
- #5209794
- Ownership
- Less than 5%
Unison vertex
Wave bridge
- CRD
- #73211
- Ownership
- 28.3%
Showing 2 of 3 owners & executives
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MICHAEL STANDIFER ELFERS
--
- CRD
- #712251
Jordan Lawrence Jeffrey Fee
--
- CRD
- #7466875
Alpha bridge
Catalyst summit
- CRD
- #54548
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $703,432,537 | $778,995 |
| Non-Discretionary | $30,074,900 | $970,158 |
| Total | $733,507,437 | $785,340 |
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Separately Managed Accounts
Total SMA Asset: $733,507,437
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,276,350,169 | 42.4% |
| Private Funds | $1,728,737,628 | 32.2% |
| Equity - Exchange | $569,087,542 | 10.6% |
| Cash | $794,575,059 | 14.8% |
| Total | $5,368,750,398 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| EAGLE LEGACY HARBOR | EMBER VECTOR | TNSIWP3OI | CBUM | 3.76% | $5,846,175 |
| FOCUS SIGNAL | TIMBER SIGNAL | KS5DTD8ZL | HIEZN | 4.76% | $40,511,545 |
| MATRIX ELEMENT VERTEX | VECTOR ATLAS | IUQIJ65RE | ASLPQ | 3.04% | $28,767,306 |
| PATHWAY BRIDGE | PIONEER CATALYST | Z8O3GZSRX | KPH | 3.53% | $49,328,091 |
| LEGACY ELEMENT | NORTH PIONEER | AXXK0X20H | RUQQY | 1.98% | $54,499,684 |
| EAGLE ALPHA FRONTIER | UNISON PRIME | EBS1B9UKB | SPVA | 9.75% | $34,694,052 |
| FUSION ATLAS OPTIMA | EAGLE CREST | 42YLT5Y2D | FOCA | 7.11% | $24,098,139 |
| HORIZON ALPHA | WAVE FRONTIER | ZCLCK28K3 | SZOES | 9.89% | $52,699,978 |