180 Wealth Advisors, LLC logo

180 Wealth Advisors, LLC

Updated today

Client assets under management

$1,284,025,816

Clients

1,320

41% high-net worth

Advisors

3

of 11 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

440

Very High

Average account size

$972,747

About

180 Wealth Advisors serves individuals (including high-net-worth clients), trusts, retirement plans and business entities, providing portfolio management, retirement plan consulting, and financial planning. The firm delivers these services primarily through a Wrap Comprehensive Portfolio Management program and also offers non-wrap retirement plan consulting and tailored planning engagements.

The firm manages client assets on an individualized, fiduciary basis with discretionary authority for most accounts and continuous monitoring, and it may implement strategies via third‑party sub‑advisers or separately managed accounts. 180 Wealth describes a mix of analytical approaches (fundamental, technical and asset allocation) and routinely integrates financial planning into its wrap program, including a complimentary plan offered to wrap clients.

180 Wealth is notable for its scale per advisor — it reports about $1.36 billion in regulatory assets under management (approximately $1.33 billion discretionary) with six advisors, implying roughly 220 clients and over $200 million of AUM per advisor. The firm also operates its own wrap fee program (with the firm absorbing transaction costs for participants) and discloses the use of borrowing and margin transactions within separately managed accounts, practices that are less common among similar team firms; some representatives additionally provide insurance, mortgage or tax‑preparation services under separate engagements.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Wealth management Private / alternative investments Active portfolio management

Fee options

Fixed

Negotiated flat fee for financial planning and consulting services

Percentage

$0 - $999,999: 1.50% $1,000,000 - $4,999,999.99: 1.00% $5,000,000 - $9,999,999.99: 0.70% $10,000,000+: Negotiable

Project-based

Negotiated hourly fee for financial planning and consulting services

Other

Fee-only: Negotiated hourly or flat fees for financial planning and consulting services

Main office location

180 Wealth Advisors, LLC

32125 32 Nd Avenue South, Suite 100

Federal Way WA 98001, United States

Number of offices

1

Most active in

Alabama · Alaska · Arizona · Arkansas · California · Colorado · Florida · Georgia · Hawaii · Idaho · Illinois · Louisiana · Maryland · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · Oregon · South Carolina · Tennessee · Texas · Virginia · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Sylvia P

Series 66

Federal Way, WA

180 Wealth Advisors, LLC

Sylvia Parker is a financial advisor at 180 Wealth Advisors, LLC with 26 years of industry experience. She holds a Series 66 designation and previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated for 15 years before joining 180 Wealth Advisors in 2017. 180 Wealth Advisors serves individuals, trusts, retirement plans, and business entities by providing portfolio management, retirement plan consulting, and financial planning. The firm manages client assets on a fiduciary basis with discretionary authority for most accounts, employing a combination of fundamental, technical, and asset allocation approaches.

Wealth management Private / alternative investments Active portfolio management
user avatar

Darren H

CFP®, Series 63, Series 65

Federal Way, WA

180 Wealth Advisors, LLC

Darren Henke is a CFP® with 37 years of industry experience, currently serving as an advisor at 180 Wealth Advisors, LLC since 2017. Prior to this, he worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for 27 years. Outside of his advisory role, he operates a sole proprietorship renting farm fields to a local dairy farmer. 180 Wealth Advisors serves individuals, trusts, retirement plans, and business entities, offering portfolio management, retirement plan consulting, and financial planning primarily through a Wrap Comprehensive Portfolio Management program. The firm manages client assets on a fiduciary basis with discretionary authority for most accounts and integrates multiple analytical approaches alongside financial planning.

Wealth management Private / alternative investments Active portfolio management
user avatar

Richard B

CFP®, Series 63, Series 65

Federal Way, WA

180 Wealth Advisors, LLC

Richard Buchan is a CFP® professional with 35 years of experience in the financial industry. He has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for 27 years before joining 180 Wealth Advisors, LLC, where he has been since 2017. Buchan holds Series 63 and Series 65 licenses and is based in Federal Way, WA. 180 Wealth Advisors serves individuals, including high-net-worth clients, trusts, retirement plans, and business entities, offering portfolio management, retirement plan consulting, and financial planning. The firm manages client assets on a discretionary, fiduciary basis and employs a mix of analytical approaches combined with integrated financial planning through its wrap fee program.

Wealth management Private / alternative investments Active portfolio management
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