MERCER ISLAND, WACRD 328897Latest ADV March 30, 2026
Dlk Investment Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Mercer Island, WA. Its latest Form ADV filing, dated March 30, 2026, reports $141M in regulatory assets under management, 2 employees, and 95 accounts.
Assets Under Management
$141M
Employees
2
Offices
--
Total Clients
32
Primary office
MERCER ISLAND, WA
7525 SE 24TH STREET, SUITE 410, MERCER ISLAND, WA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 81.3% of total clients.
Top client categories% of clientsClients
1
Individuals
81.3%
26
2
HNWI
18.8%
6
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$141Mas of March 30, 2026
Discretionary79.0%
$111M
79% of total RAUM79.0%
Non-discretionary21.0%
$30M
21% of total RAUM21.0%
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$141M
Total Accounts95
10Y AUM Change+$141M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee16:1
10Y Employee Change-1 (-33.3%)
* 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.