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Client Advisor · Auxano Advisors

Alexander K. Lee

CRD 2220618 · Named on Form ADV at one SEC-registered adviser

At a glance

Auxano Advisors, an SEC-registered wealth manager based in Bellevue, WA with $1.8 billion in regulatory assets, lists Alexander K. Lee on its Form ADV as Client Advisor.

Firms and roles

  • Auxano AdvisorsClient AdvisorWealth manager · Bellevue, WA · $1.8B in regulatory assets

AtlasMembers

Alexander’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Peter W. ClineFounder, Chief Executive Officer, and Client Advisor, Auxano Advisors
  • Brian Y. HillChief Compliance Officer and Director of Operations, Auxano Advisors

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Alexander’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.