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Principal and Chief Compliance Officer · Allium Financial Advisors, LLC

Sheree D. Arntson

CRD 3184330 · Named on Form ADV at one SEC-registered adviser

At a glance

Allium Financial Advisors, LLC, an SEC-registered wealth manager based in Lake Oswego, OR with $734 million in regulatory assets, lists Sheree D. Arntson on its Form ADV as Principal and Chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

Sheree’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 Sheree’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.