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ALLIUM FINANCIAL ADVISORS, LLC

LAKE OSWEGO, OR · CRD 288462 · IAPD ↗ · alliumfinancial.com · 877-487-6860

$733.5MRegulatory AUM
4Advisory reps
10Employees
0Clients
101-250Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
August 2026 — ALLIUM FINANCIAL ADVISORS, LLC notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2025 — ALLIUM FINANCIAL ADVISORS, LLC notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
March 2025 — ALLIUM FINANCIAL ADVISORS, LLC reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2024 — ALLIUM FINANCIAL ADVISORS, LLC crossed $500M in regulatory AUM ($462.5M -> $558.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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