MAINSPRING WEALTH ADVISORS

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
43
Advisory reps
13

Firm details

Headquarters
BELLEVUE, Washington
CRD number
288790
Fee structure
Other

Firm profile

FINTRX

Overview

Mainspring Wealth Advisors is organized as a limited liability company and operates as an independent registered investment adviser. The firm is owner-operated and is classified as an independent RIA rather than a capital allocator or a fund manager. Reported business activity indicates a traditional advisory model that relies on third‑party managers for certain exposures rather than operating proprietary fund platforms. Investment activity is focused on using pooled products for core allocations and selective third‑party real estate managers for alternative exposure. The firm is not listed as an active ESG investor. The fee structure is reported as “Other,” which suggests they use a nonstandard or blended billing approach rather than a simple AUM‑only fee schedule; specifics on whether that means subscription, retainer, or hybrid billing are not provided in the available record.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 4
  • KEVIN SKOGEN

    CEO & PartnerCRD 4699376

  • TRISHA SANIDAD

    COOCRD 4251127

  • VANDANA NAIR

    Chief Operating OfficerCRD 6686456

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Contacts

3 of 9
  • JEREMY TAYLOR

    President & Financial PlannerCRD 4754118

  • BRADY REDINGTON

    SENIOR ASSOCIATE FINANCIAL PLANNERCRD 6354422

  • AMBER BILLETER

    Financial PlannerCRD 6459571

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

BELLEVUE, WA

KING

Location

BELLEVUE, WA

Headquartered in BELLEVUE, WA, anchoring the Seattle-Tacoma, WA metro in the West.

Metro area
Seattle-Tacoma, WA
Region
West
County
KING
Address
11400 SE 8th St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth