Private Advisory

CRD 170043 · Redmond, WA · $2.1B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 170043
SEC number: 801-79100
Firm type: RIA
Assets under management: $2.1B as of Jun 12, 2026
Website: privateadvisory.com ↗
Phone: 425-498-2320
Address: 16880 Ne 79th Street, Redmond, WA, 98052

Advisors at this firm

19 in our index · page 1 of 1

Parker AndersonCRD 7946470 · Lehi, UT

IA RegisteredRegistration inactive
Douglas Reed BeanCRD 4541916 · Lehi, UT

IA Registered

Disclosure event(s) on record
S Christopher BeanCRD 4206985 · Redmond, WA

IA Registered

Disclosure event(s) on record
Davis Reed BeanCRD 7975281 · Draper, UT

IA Registered
Angelina Petrovna BulbotkaCRD 7511975 · Redmond, WA

IA Registered
Matthew Todd ChambersCRD 5700511 · Lehi, UT

IA RegisteredRegistration inactive
Amanda Desiree DixonCRD 7723092 · Redmond, WA

IA Registered
Tricia EliasonCRD 2193645 · Lehi, UT

IA RegisteredRegistration inactive
Joshua Michael GlennCRD 7525527 · Lehi, UT

IA Registered
Steven Todd HillsteadCRD 4285124 · Lehi, UT

IA RegisteredRegistration inactive
Wesley Ted JensenCRD 4835025 · Lehi, UT

IA Registered
Katherine Ann LudemanCRD 5972029 · Lehi, UT

IA RegisteredRegistration inactive
Ngoc Thuy Vy NguyenCRD 7804587 · Redmond, WA

IA Registered
Eric Christopher PenzCRD 4416096 · Redmond, WA

IA Registered

Disclosure event(s) on record
Daniel Val PoulsenCRD 7371996 · Redmond, WA

IA RegisteredRegistration inactive
Adam PowellCRD 7330188 · Redmond, WA

IA Registered

Disclosure event(s) on record
Stephen Wesley ReevesCRD 4756320 · Lehi, UT

IA Registered
Mckenna Elyse RiceCRD 7675029 · Lehi, UT

IA Registered
Mckenna Paige SheldonCRD 7072453 · Lehi, UT

IA RegisteredRegistration inactive

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 170043 ↗ FINRA BrokerCheck record for firm CRD 170043 ↗ 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.