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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.
Reported data analysis
What the numbers show
Between December 4, 2025 and June 16, 2026, reported AUM increased 22.4%, from $1.5B to $1.8B.
Across 5 reported observations, AUM increased 72.6% between December 5, 2022 and June 16, 2026, from $1.0B to $1.8B.
Of the latest reported AUM, 92.3% is discretionary and 7.7% is non-discretionary.
The firm reports 8 advisory representatives and 724 clients, or 90.5 clients per representative. That equates to $2.5M in reported AUM per client.
The profile lists 2 reported office locations and 18 years in operation. The source data was last updated on June 16, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Investment Vehicles
- Services
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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
SMA allocation detail is available
Auxano Advisors has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Auxano Advisors's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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