PORT ANGELES, WACRD 306187Latest ADV March 9, 2026
Hallett Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Port Angeles, WA. Its latest Form ADV filing, dated March 9, 2026, reports $158M in regulatory assets under management, 5 employees, 4 offices, and 780 accounts.
Assets Under Management
$158M
Employees
5
Offices
4 offices
Total Clients
307
Primary office
PORT ANGELES, WA
1506 EAST FIRST STREET, PORT ANGELES, WA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Hourly charges
Other fee arrangements
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 79.2% of total clients.
Top client categories% of clientsClients
1
Individuals
79.2%
243
2
HNWI
16.3%
50
3
Charitable
3.9%
12
4
Pension Plans
0.7%
2
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$158Mas of March 9, 2026
Discretionary100.0%
$158M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$158M
Total Accounts780
10Y AUM Change+$53M (+50.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee61:1
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.