Agate Pass Investment, LLC

CRD 155049 · Bainbridge Island, WA · $336.0M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 155049
SEC number: 801-115003
Firm type: RIA
Assets under management: $336.0M as of Mar 3, 2026
Website: www.agatepassinvestment.com ↗
Phone: 206-842-5770
Address: 400 Winslow Way East, Bainbridge Island, WA, 98110

Advisors at this firm

4 in our index · page 1 of 1

Willard M BollenbachCRD 6355963 · Bainbridge Island, WA

IA RegisteredRegistration inactive
Jason Thomas KunkelCRD 4982034 · Bainbridge Island, WA

IA RegisteredRegistration inactive
Daniel Leverett RutterCRD 4661088 · Bainbridge Island, WA

IA Registered
Bradley Sean Van AkenCRD 2771974 · Bainbridge Island, WA

IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 155049 ↗ FINRA BrokerCheck record for firm CRD 155049 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.