Unleashed Financial LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$10,480,436
Clients
33
6% 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
33
TypicalAverage account size
$317,589
About
Unleashed Financial serves individual and high‑net‑worth clients with ongoing wealth management, financial planning, and discretionary portfolio management. The firm also recommends and helps place clients with third‑party managers and algorithmic investment platforms, and provides periodic written financial plans and reviews.
The firm’s investment approach emphasizes passive portfolio construction and diversification across asset classes and investment styles, with strategic and occasional tactical allocation decisions informed by fundamental and technical analysis. It also integrates algorithmic/robo‑advisor portfolios and, notably, employs options and other derivatives (including covered‑call strategies) within separately managed accounts, disclosing the specific risks and monitoring associated with those instruments.
What distinguishes the firm from many solo independent advisers is the combination of low‑cost, passive ETF-based construction and the use of third‑party algorithmic managers alongside derivative overlays in client accounts — an approach that blends automated portfolio management with active risk‑management tools. The firm’s client engagements begin with detailed documentation and ongoing monitoring, and it accepts written client restrictions on investments when appropriate.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
$1 - $1,000,000: 1.00% annually $1,000,001 - $4,000,000: 0.50% annually $4,000,001+: 0.25% annually
$330.00 per hour for Financial Planning
Main office location
Unleashed Financial LLC
Kirkland WA, United States
Number of offices
1
Most active in
Unleashed Financial LLC has reported serving >5 clients in these states in the last 12 months.
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
Advisors at this firm
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