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180 WEALTH ADVISORS, LLC

FEDERAL WAY, WA · CRD 284921 · IAPD ↗ · 180wealthadvisors.com · (253) 394-0720

$1.36BRegulatory AUM
6Advisory reps
11Employees
0Clients
0Planning clients
0Private funds
25States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
March 2026 — 180 WEALTH ADVISORS, LLC notice-filed in NV, NY, TN, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
March 2026 — 180 WEALTH ADVISORS, LLC reported RAUM up 29% ($1.06B -> $1.36B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
April 2025 — 180 WEALTH ADVISORS, LLC notice-filed in AL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
April 2025 — 180 WEALTH ADVISORS, LLC crossed $1B in regulatory AUM ($853.0M -> $1.06B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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