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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-04-2007
- Office Locations
- 2
Office Locations
About Auxano Advisors
Auxano Advisors is a Bellevue, WA registered investment adviser focused on stewardship-led wealth planning and portfolio management for families and business owners. The team supports goals-based wealth creation and preservation, tax and estate/legacy planning, charitable and insurance planning, and business succession. Portfolios emphasize asset allocation and risk management using ETFs, mutual funds, and select alternatives, with primary custody at Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
PETER WESSON CLINE
Chief Executive Officer, CLIENT ADVISOR, Founder
- CRD
- #1690570
- Ownership
- 75% or more
ALEXANDER KANGHEE LEE
Client Advisor
- CRD
- #2220618
- Ownership
- 10% but less than 25%
Showing 2 of 3 owners & executives
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DANIEL ANDREW ANDERSON
Client Advisor
- CRD
- #7716034
JARED LEE DONOVAN DAVIS
Client Advisor
- CRD
- #2817466
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,639,750,290 | $750,114 |
| Non-Discretionary | $137,345,250 | $1,373,453 |
| Total | $1,777,095,540 | $777,382 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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