U
$10.5M Total AUM
$8.9M Disc. AUM
-- 3Y CAGR
1 Employees
33 ADV. Clients
11 yrs Firm Age
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- Custodian
- Altruist · Betterment · Interactive Brokers · Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-17-2015
- Office Locations
- 1
Office Locations
-- Kirkland WA
About Unleashed Financial LLC
Unleashed Financial LLC is a Kirkland-based RIA. The firm has been operating for 11 years. Managing $10.5M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Betterment.
Team overview
37 AVG AGE
$10.5M AVG AUM / ADVISOR
$317.6K AVG AUM / CLIENT
11.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
JASON DAVID PRETI
Chief Compliance Officer, Financial Professional, President
- CRD
- #5372695
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,925,550 | -- |
| Non-Discretionary | $1,554,886 | -- |
| Total | $10,480,436 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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