$109.5M Total AUM
$79.6M Disc. AUM
-12.8% 3Y CAGR
4 Employees
60 ADV. Clients
29 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-26-1996
- Office Locations
- 2
Office Locations
3740 Carillon Point Kirkland WA
4040 Lake Washington Blvd NE #305 Kirkland WA
About Private Asset Management INC
Private Asset Management Inc (Kirkland, WA) provides personalized, values-aligned financial planning and portfolio construction for discerning investors, including entrepreneurs. The firm supports estate and legacy planning, business succession, and insurance planning, with an investment approach centered on asset allocation and risk management using ETFs and mutual funds alongside fixed income. Custody includes Charles Schwab.
Team overview
63 AVG AGE
$27.4M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
15.8 yrs AVG TENURE
4 Employees
4 Advisory Reps
2 RIA Reps
29yrs Firm Age
Insights
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Asset Classes
Delta wave Pathway Matrix
Client Personas
Alpha
Custodian
Frontier
Investment Themes
Pioneer horizon
Investment Vehicles
Vector delta Alpha
Services
Ember capital Atlas Vertex Vector wave Signal Beacon ridge
Owner & Executives
M
MICHAEL LAWRENCE THAYER
President, Wealth Management Advisor
- CRD
- #1203266
- Ownership
- 75% or more
(320) 515-7405
delta.prime@horizoncapital.com
in linkedin.com/in/value-ember
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C
CLARISSA CANDELARIO
--
- CRD
- #2412201
(262) 724-7550
frontier.optima@focuscapital.com
in linkedin.com/in/prime-bridge
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $79,552,165 | $662,935 |
| Non-Discretionary | $29,937,167 | $525,213 |
| Total | $109,489,332 | $618,584 |
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Separately Managed Accounts
Total SMA Asset: $109,489,332
Public Funds:
24.6% U.S. Government/Agency:
18.6% Other:
19.9% Cash:
14.6% Equity - Exchange:
22.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $747,843,907 | 24.6% |
| U.S. Government/Agency | $565,442,954 | 18.6% |
| Other | $604,963,161 | 19.9% |
| Cash | $443,842,319 | 14.6% |
| Equity - Exchange | $677,923,542 | 22.3% |
| Total | $3,040,015,883 | 100.0% |