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STRATEGIC ASSET ALLIANCE

BELLEVUE, WA · CRD 148763 · IAPD ↗ · saai.com · 360-255-2500

$0Regulatory AUM
4Advisory reps
4Employees
25Clients
n/aPlanning clients
0Private funds
7States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

35
December 2025 — STRATEGIC ASSET ALLIANCE moved its main office from BELLINGHAM, WA to BELLEVUE, WA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
32
December 2024 — STRATEGIC ASSET ALLIANCE notice-filed in MO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
40
February 2024 — STRATEGIC ASSET ALLIANCE added office(s): 1 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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