AdvizorPro

Namsoft Advisors, LLC

Namsoft Advisors, LLC. CRD 338837

N

CRD: 338837

Namsoft Advisors, LLC

Kirkland, WA
4257366508
www.runplutus.com
$2.6M Total AUM
$2.6M Disc. AUM
-- 3Y CAGR
1 Employees
14 ADV. Clients
1 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
--
Clients
Retail and Institutional
Platforms
--
Established Date
05-01-2025
Office Locations
1

Office Locations

-- Kirkland WA

About Namsoft Advisors, LLC

NAMSOFT ADVISORS, LLC (runplutus.com) is a Kirkland, WA investment advisor serving retail and institutional clients, with a stated focus on entrepreneurs. The firm emphasizes asset allocation and risk management, primarily implementing portfolios with ETFs, with additional use of cash and limited derivatives; it also references exposure to digital assets/cryptocurrency, futures and hedge funds. Services include insurance and life insurance planning. Established in 2025.

Team overview

50 AVG AGE
$2.6M AVG AUM / ADVISOR
$184.1K AVG AUM / CLIENT
0.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
1yrs Firm Age

Insights

Full visibility includes strategy notes for glacier north value.
See the complete signal summary connected to ember quantum.
Upgrade to reveal position-level detail across beacon insight.
Upgrade to reveal position-level detail across ember capital.
See the complete signal summary connected to frontier catalyst.
Unlock to see real insight on frontier frontier horizon.
See the complete signal summary connected to timber.
Unlock to see real insight on north north pathway.

Asset Classes

Beacon optima Prime alpha North Harbor focus Focus

Client Personas

Pioneer timber

Investment Themes

Glacier Vertex

Investment Vehicles

Focus

Services

Vertex element Focus crest

Owner & Executives

R

Richard Leeway Chen Esq.

Chief Compliance Officer, General Counsel

CRD
#7292162
Ownership
Less than 5%
(720) 320-3533
value.crest@optimacapital.com
in linkedin.com/in/radial-oak
S

Shashank Shekhar Chiranewala

Chief Executive Officer

CRD
--
Ownership
Less than 5%
(987) 946-5779
foundation.foundation@deltacapital.com
in linkedin.com/in/glacier-vertex

Showing 2 of 2 owners & executives

Unlock all

Contacts

No contact records available.

Showing 0 of 2 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-10-2026
Category Assets AVG. Account size
Discretionary $2,577,140 $184,081
Non-Discretionary $0 --
Total $2,577,140 $184,081

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Start Free Trial Explore the Platform

Separately Managed Accounts

Total SMA Asset: $2,577,140

$2.6M Total SMA
Equity - Exchange:
28.5%
Cash:
30.2%
Derivatives:
41.3%
Asset class Assets Assets %
Equity - Exchange $1,034,377,902 28.5%
Cash $1,096,077,637 30.2%
Derivatives $1,498,940,609 41.3%
Total $3,629,396,148 100.0%

Start a free trial and
prospect smarter

Start Free Trial Explore the Platform