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FRG FAMILY WEALTH ADVISORS

BELLEVUE, WA · CRD 282542 · IAPD ↗ · frgwealth.com · 425-453-4122

$833.7MRegulatory AUM
2Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
June 2026 — FRG FAMILY WEALTH ADVISORS (BELLEVUE, WA) left the SEC roster (was $833.7M RAUM, 2 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
45
December 2025 — FRG FAMILY WEALTH ADVISORS notice-filed in OR.
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.