180 Wealth Advisors is an investment advisor in Federal Way with $800.00 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
821014572
SEC advisor number
801-110219
FINRA CRD number
284921
AUM ?
$853.00 mm
(as of 1 Feb 24)
Accounts
2,800
(as of 1 Feb 24)
Employees
8
(6 investment advisory or research)
Address
180 Wealth Advisors
32125 32ND AVENUE SOUTH, SUITE 100
FEDERAL WAY
WA 98001
32125 32ND AVENUE SOUTH, SUITE 100
FEDERAL WAY
WA 98001
Phone
(253) 394-0720
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
15 Apr 24
13F-HR
Quarterly holdings report by institutional manager
25 Jan 24
13F-HR
Quarterly holdings report by institutional manager
31 Oct 23
13F-HR
Quarterly holdings report by institutional manager
11 Jul 23
13F-HR
Quarterly holdings report by institutional manager
7 Apr 23
13F-HR
Quarterly holdings report by institutional manager
2 Feb 23
13F-HR
Quarterly holdings report by institutional manager
11 Oct 22
13F-HR
Quarterly holdings report by institutional manager
11 Jul 22
13F-HR
Quarterly holdings report by institutional manager
22 Apr 22
13F-HR
Quarterly holdings report by institutional manager
26 Jan 22