ALLIUM FINANCIAL ADVISORS, LLC
SEC RegisteredLife has layers — Financial Life Management simplifies it for you
About the firm
At Allium Financial, we empower you to make great financial decisions by taking the time to fully understand your financial life. We offer comprehensive services at every step of your financial journey, including investments, legal, tax, and trustee services, described as financial life management.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive financial life management services including investments, legal, tax, and trustee services; personalized portfolios with stock and bond funds as well as alternative investments; described as a Family Office.
Who they serve
Families & Individuals, Business Owners, Endowments & Foundations, and Retirement Plan Sponsors
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 61 | $22M |
| High Net Worth Individuals | 171 | $668M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | — |
| State/Municipal Entities | 4 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
7 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $2,000,000 | 1.00% |
| Next $3,000,000 | 0.85% |
| Assets over $5,000,000 | 0.65% |
| Portfolios over $25,000,000 | 0.60% |
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ALLIUM FINANCIAL ADVISORS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.