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Bondstreet Wealth Management, LLC (Everett)


Bondstreet Wealth Management, LLC is a large advisory firm based in Everett. It manages $133.24 million of regulatory assets for 864 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of California, Nebraska, Oregon, Texas, and Washington.

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Bondstreet Wealth Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Bondstreet Wealth Management: assets under management

The assets under management (AUM) of Bondstreet Wealth Management, LLC is $133.24 million. The firm's AUM has grown by 178% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $124.72 million in discretionary accounts and $8.52 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $146.73 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $608.6 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bondstreet Wealth Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Tracie Lee Evans Spouse 1 Jan 1995 75% - 100% 4884437

Based in Everett

The principal office where Bondstreet Wealth Management, LLC performs its advisory services is located at 2911 Bond Street, Suite 200, Everett, WA 98201, which is also the mailing address of the firm. An additional office of the firm is in Riverside, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 425-212-3777 or by fax 425-252-4779. The normal business hours are 8-5 on Monday - Friday. You can find more information about the New York firm at www.bauerevans.com.


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