Fee-only adviser · Federal Way, WA
Strategic Asset Management
Strategic Asset Management is a fee-only investment adviser registered with the securities regulator of Washington, with its main office in Federal Way, Washington. On its latest Form ADV, filed March 25, 2026, it reports $5.1M in regulatory assets under management, 15 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Washington |
|---|---|
| Firm CRD number | 117549 |
| Office | 33442 First Way South #201 Federal Way, WA 98003 |
| Phone | (253) 927-0998 |
| Website | merrillovermatter.blogspot.com |
| Regulatory assets under management | $5.1M |
| Individual clients | 15 non-high-net-worth, 0 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 25, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Federal Way
- 180 Wealth Advisors, LLC $1.4B
- American Northwest Advisory Services L.L.C. $41M
- Better Financial Services, LLC $111M
- Park Wealth Management $12M
See all 5 fee-only advisers in Federal Way →
Nearby
- Tacoma 10 firms
- Puyallup 3 firms
- University Place 1 firm
- Gig Harbor 8 firms
- Fox Island 1 firm
- Mercer Island 4 firms
- Port Orchard 2 firms
- Issaquah 4 firms
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