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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 07-26-1996
- Office Locations
- 2
Office Locations
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.
Reported data analysis
What the numbers show
Between May 5, 2025 and April 30, 2026, reported AUM increased 4.1%, from $105.2M to $109.5M.
Across 5 reported observations, AUM decreased 35.0% between March 8, 2022 and April 30, 2026, from $168.6M to $109.5M.
Of the latest reported AUM, 72.7% is discretionary and 27.3% is non-discretionary.
The firm reports 4 advisory representatives and 60 clients, or 15 clients per representative. That equates to $1.8M in reported AUM per client.
The profile lists 2 reported office locations and 30 years in operation. The source data was last updated on April 30, 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
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Private Asset Management INC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MICHAEL LAWRENCE THAYER
President, Wealth Management Advisor
- CRD
- #1203266
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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CLARISSA CANDELARIO
--
- CRD
- #2412201
Showing 1 of 2 contacts
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| 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
SMA allocation detail is available
Private Asset Management INC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.