Promenade Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$79,630,297
Clients
42
48% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
42
HighAverage account size
$1,895,959
About
Promenade Wealth serves individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, and corporate clients, offering discretionary and non‑discretionary investment management alongside financial planning and consulting services. Engagements cover portfolio construction using mutual funds, ETFs and individual securities as well as planning work that can include tax, estate, retirement, charitable giving and business planning coordination with other professionals.
The firm describes a fiduciary, customized approach that combines fundamental analysis, modern portfolio theory and cyclical analysis, and implements tolerance‑band rebalancing rather than time‑based rebalancing. Promenade Wealth may manage accounts directly or coordinate with sub‑advisors and custodians, and provides both standalone consulting and integrated investment‑management plus planning relationships.
Distinctively, Promenade Wealth explicitly works with non‑individual institutional client types — including charitable organizations and corporations — and offers business‑planning, employee‑benefits and retirement‑plan consulting that can involve working with other advisers or outside managers. The brochure also discloses limited custody arrangements tied to standing letters of authorization and regular use of an institutional custodian platform and third‑party reporting tools, operational features that are less common among independent firms.
Client services
Financial planning
Portfolio management
Expertise
Roth conversion strategy
Charitable giving tax strategies
Social Security optimization
Debt management
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.70% $2,000,001+: 0.50%
Financial planning services: $350 per hour; Consulting services: $300 per hour
Minimum fee: $4,000 minimum annual fee for accounts opened after March 5, 2021 Fee-only: Investment management fees and hourly fees for financial planning and consulting; no commissions accepted.
Main office location
Promenade Wealth
North Bend WA, United States
Number of offices
1
Most active in
Promenade Wealth has reported serving >5 clients in these states in the last 12 months.
Texas · Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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