Dan
Uhm
Seattle Wealth Management LLC
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About this Advisor
Dan Uhm is a financial advisor based in Seattle, Washington, working with Seattle Wealth Management LLC. Dan has previously held positions at Commonwealth Financial Network, Ross Securities Corporation, Seattle Wealth Management LLC, Rcx Capital Group LLC, and American Institutional Assets, LLC. Dan has passed the Series 66 regulatory exam and is registered to provide services in Washington. Currently, Dan is part of Seattle Wealth Management LLC, which operates out of Seattle, Washington. The firm has 2 employees and manages assets totaling $101.1 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Seattle Wealth Management LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Seattle Wealth Management LLC Brokerage Details
$101,102,000
2
309
$327,191
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Dan Uhm Work History
Seattle Wealth Management LLC
Rcx Capital Group LLC
American Institutional Assets, LLC
Ross Securities Corporation
Seattle Wealth Management LLC
Commonwealth Financial Network
Disclosures
Please visit the SEC profile of Dan Uhm to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Seattle Wealth Management LLC
Seattle, WA
Seattle, WA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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