← Tributary

P3 ASSET MANAGEMENT

GIG HARBOR, WA · CRD 327327 · IAPD ↗ · p3am.com · 253-470-4977

$40.3MRegulatory AUM
2Advisory reps
3Employees
1Clients
0Planning clients
0Private funds
2States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

40
December 2025 — P3 ASSET MANAGEMENT shrank from 5 to 3 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
40
March 2025 — P3 ASSET MANAGEMENT shrank from 7 to 5 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
15
April 2024 — P3 ASSET MANAGEMENT changed its website from p3assetmanagement.com to p3am.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
32
April 2024 — P3 ASSET MANAGEMENT notice-filed in NY.
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.