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AGATE PASS INVESTMENT, LLC

BAINBRIDGE ISLAND, WA · CRD 155049 · IAPD ↗ · agatepassinvestment.com · 206-842-5770

$336.0MRegulatory AUM
4Advisory reps
5Employees
0Clients
51-100Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
May 2024 — AGATE PASS INVESTMENT, LLC notice-filed in CA.
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.