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Founder, Chief Executive Officer, and Client Advisor · Auxano Advisors

Peter W. Cline

CRD 1690570 · 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 Peter W. Cline on its Form ADV as Founder, Chief Executive Officer, and Client Advisor, a control person.

Firms and roles

  • Auxano AdvisorsFounder, Chief Executive Officer, and Client AdvisorWealth manager · Bellevue, WA · $1.8B in regulatory assets

AtlasMembers

Peter’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
1 firmLocked
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

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