Allium Financial Advisors, LLC

CRD 288462 · Lake Oswego, OR · $733.5M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 288462
SEC number: 801-110536
Firm type: RIA
Assets under management: $733.5M as of Mar 30, 2026
Website: www.alliumfinancial.com ↗
Phone: 877-487-6860
Address: 310 N State Street, Lake Oswego, OR, 97034

Advisors at this firm

7 in our index · page 1 of 1

Sheree Demers ArntsonCRD 3184330 · Lake Oswego, OR

IA Registered
Michael Standifer ElfersCRD 712251 · Lake Oswego, OR

IA Registered

Disclosure event(s) on record
Jordan Lawrence Jeffrey FeeCRD 7466875 · Lake Oswego, OR

IA RegisteredRegistration inactive
Pradeep TempalliCRD 5209794 · Lake Oswego, OR

IA Registered
Scott Alan ThompsonCRD 2821414 · Lake Oswego, OR

IA Registered
Jacqueline ThompsonCRD 7437953 · Lake Oswego, OR

IA RegisteredRegistration inactive
Michelle Lynn WanlessCRD 4522058 · Lake Oswego, OR

IA RegisteredRegistration inactive

Disclosure event(s) on record

Source & corrections

Where this page comes from

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

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