Marsjewett Financial Group is an SEC registered investment adviser organized as a corporation with a primary office location in Bellevue, WA. Its latest Form ADV filing, dated March 31, 2026, reports $901M in regulatory assets under management, 16 employees, 1 office, and 2,115 accounts.
Assets Under Management
$901M
Employees
16
Offices
1 office
Total Clients
717
Primary office
BELLEVUE, WA
11235 SE 6TH STREET, SUITE 110, BELLEVUE, WA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 51.7% of total clients.
Top client categories% of clientsClients
1
HNWI
51.7%
371
2
Individuals
48.3%
346
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$901Mas of March 31, 2026
Discretionary99.4%
$896M
99% of total RAUM99.4%
Non-discretionary0.6%
$6M
1% of total RAUM0.6%
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.
Total AUM$901M
Total Accounts2,115
10Y AUM Change+$901M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees16
Clients per Employee45:1
10Y Employee Change+7 (+77.8%)
* 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.