ALLIUM FINANCIAL ADVISORS, LLC

CRD

288462

SEC file #

801-110536

EIN

821142578

DBA names

—

Economics

AUM

$733.5M

AUM band

$500M-$1B

AUM trajectory

'20 · $205.1M

'21 · $269.9M

'22 · $388.2M

'23 · $426.0M

'25 · $638.9M

'26 · $733.5M

'20'26

$205.1M → $733.5M▲ +258%

sec adv history

Client mix

Individuals High Net Worth	171
Individuals Other	61
Corporations	7
Charitable Organizations	4

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 4 advisors

'21 · 4 advisors

'22 · 4 advisors

'23 · 5 advisors

'25 · 4 advisors

'26 · 4 advisors

'20'26

4 advisors → 4 advisors▬ 0%

sec adv history

Primary office

LAKE OSWEGO OR

Branches

—

Custodian & Brokerage

Primary custodian

E*Tradelow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers

Fee basis

% of AUMHourly chargesFixed fees

Filings

Latest ADV filing

03/30/2026

ADV-W filed at

—

Website

alliumfinancial.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

TRILLIUM CONSULTING INC.

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

TRILLIUM CONSULTING INC.

ARNTSON, SHEREE, DEMERS

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

ALLIUMFINANCIAL.COM

Rdap Domain Creation Date

2016-10-02T20:49:46Z

Rdap Firm Age Years

Rdap Firm Age Band

10-20y

Rdap Registrar

Porkbun LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0002067277

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2025-05-07

Edgar Last Filing Date

2026-05-07

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-05-07

Accession0001420506-26-000827

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score

0.5462

Soi Zip Pct 200k Plus

0.3333

Soi Zip Returns 200k Plus

3,430

Soi Zip Total AGI

2,783,188

Fdic Zip Total Deposits

16,485,441,000

Fdic Zip Branch Count

296

Fdic Zip Top Banks

U.S. Bank National Association

Bank of America, National Association

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (26)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

E*trade	4
State Street	1

adv brochure

Edgar Addresses

Mailing

310 N STATE STREETSUITE 208LAKE OSWEGO, OR 97034

Business

310 N STATE STREETSUITE 208LAKE OSWEGO, OR 97034

Edgar EIN

821142578

Edgar Recent Filings

13F-HR2026-05-07 · 0001420506-26-000827

13F-HR/A2026-02-09 · 0001420506-26-000208

Fdic Zip Branches Raw

Bank of America OregonLake Oswego, OR

Fdic Zip HHI

1039.03

Fdic Zip Top Bank Share Pct

16.94

Fdic Zip Year

2025

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2026-10-02T20:49:46Z

Rdap Domain Last Changed

2025-08-07T14:14:39Z

Rdap Nameservers

Ns1.bdm.microsoftonline.comNs2.bdm.microsoftonline.comNs3.bdm.microsoftonline.comNs4.bdm.microsoftonline.com

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Transfer Prohibited

Soi Year

2022

Soi Zip Distribution

Stub 1

AGI	19,267
Returns	1,910

Stub 2

AGI	38,487
Returns	1,030

Stub 3

AGI	57,800
Returns	920

Soi Zip Total Business Income

96,445

Soi Zip Total Cap Gains

396,316

Soi Zip Total Dividends

144,733

Soi Zip Total Returns

10,290

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