Investors Portfolio Services LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Puyallup, WA. Its latest Form ADV filing, dated March 30, 2026, reports $239M in regulatory assets under management, 3 employees, and 830 accounts.
Assets Under Management
$239M
Employees
3
Offices
--
Total Clients
292
Primary office
PUYALLUP, WA
2832 SOUTH MERIDIAN, SUITE 201, PUYALLUP, WA, United States
Top client segmentIndividuals represent 70.5% of total clients.
Top client categories% of clientsClients
1
Individuals
70.5%
206
2
HNWI
28.4%
83
3
Corporations
0.7%
2
4
Charitable
0.3%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$239Mas of March 30, 2026
Discretionary99.5%
$238M
99% of total RAUM99.5%
Non-discretionary0.5%
$1M
1% of total RAUM0.5%
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$239M
Total Accounts830
10Y AUM Change+$119M (+100.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee97:1
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.