Private Asset Management Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Kirkland, WA. Its latest Form ADV filing, dated April 30, 2026, reports $109M in regulatory assets under management, 4 employees, and 177 accounts.
Assets Under Management
$109M
Employees
4
Offices
--
Total Clients
60
Primary office
KIRKLAND, WA
4040 LAKE WASHINGTON BLVD NE, #305, KIRKLAND, WA, United States
Portfolio management for individuals and small businesses
Publication of periodicals or newsletters
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 66.7% of total clients.
Top client categories% of clientsClients
1
HNWI
66.7%
40
2
Individuals
33.3%
20
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$109Mas of April 30, 2026
Discretionary72.7%
$80M
73% of total RAUM72.7%
Non-discretionary27.3%
$30M
27% of total RAUM27.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$109M
Total Accounts177
10Y AUM Change$-5M (-4.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee15:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.