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MIDDLETON & COMPANY

VANCOUVER, WA · CRD 284996 · IAPD ↗ · (360) 524-3517

$131.3MRegulatory AUM
2Advisory reps
4Employees
0Clients
101-250Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
November 2024 — MIDDLETON & COMPANY (VANCOUVER, WA) is newly SEC-registered with $114.9M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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