Skyline Advisors, Inc.

Overview

Skyline Advisors, Inc. is an SEC registered investment adviser based in Bellingham, WA, registered since 2015. It reports $386M in assets under management across 1,204 accounts, with 8 employees. It has 7 investment adviser representatives.

Reported AUM

$386M

Discretionary

99%

Accounts

1,204

Average account

$321K

Employees

8

Advisory reps

7

Registered since

2015

Jurisdictions

3

As reported in the firm's January 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Pension Consulting
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 3 of 3

• Deka Bree Wiebusch Owner CRD 4952491
• Mark Clifford Logan Owner, Chief Compliance Officer CRD 2501428
• Mark Leigh Wallace Owner CRD 3133164

Advisory reps 3 of 7

• Sarah Elisabeth Louise Arnold Investment Adviser Rep CRD 4802951
• Briana Nicole Bromet Investment Adviser Rep CRD 7477389
• Dacey Denise Durbin Investment Adviser Rep CRD 7897887

4 more advisory reps, with emails, phones and branch locations

Location

Headquarters

405 32nd St Ste 201
Bellingham, WA 98225

County

Whatcom

Metro area

Bellingham, WA

Region

West

Registrations

• SEC registered
• Registered in 3 jurisdictions
• Website: skylineadvisors.com

Every state, with registration dates

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