Dan Dae young Uhm
Investment adviser representative at Seattle Wealth Management LLC
12 yearsExperience
1 stateRegistered in
$131.3MFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Seattle Wealth Management LLCDec 2022 to now
- American Institutional Assets, LLCJul 2018 to Dec 2022
- Rcx Capital Group LLCJun 2018 to Dec 2019
- Ross Securities CorporationJun 2017 to Mar 2018
- Seattle Wealth Management LLCJan 2017 to Dec 2020
- Commonwealth Financial NetworkJan 2014 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (WA).
Seattle Wealth Management LLC
$131.3MAssets managed
100Clients
2Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4701186
- Firm CRD
- 285877