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BRISTLECONE ADVISORS LLC

BELLEVUE, WA · CRD 109227 · IAPD ↗ · bristleconeadvisors.com · 206-664-2500

$2.11BRegulatory AUM
8Advisory reps
19Employees
0Clients
11-25Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
December 2025 — BRISTLECONE ADVISORS LLC (BELLEVUE, WA) left the SEC roster (was $2.11B RAUM, 8 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
47
April 2024 — BRISTLECONE ADVISORS LLC notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.