firm profile
DLK Investment Advisors, LLC
Overview
DLK Investment Advisors, LLC is an SEC registered investment adviser based in Mercer Island, WA, registered since 2024. It reports $141M in assets under management across 95 accounts, with 2 employees. It has 1 investment adviser representatives.
- Reported AUM
- $141M
- Discretionary
- 79%
- Accounts
- 95
- Average account
- $1.5M
- Employees
- 2
- Advisory reps
- 1
- Registered since
- 2024
- Jurisdictions
- 1
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Hourly Charges and Percentage of Assets
Executive officers 2 of 2
- Donald Ogden Dempster President, Chief Compliance Officer CRD 2500548
- Edmund Matthew Van Winkle Portfolio Manager CRD 7497834
Advisory reps 1 of 1
- Edmund Matthew Van Winkle Investment Adviser Rep CRD 7497834
Location
- Headquarters
- 7525 SE 24th St Ste 410
Mercer Island, WA 98040 - County
- King
- Metro area
- Seattle-Tacoma-Bellevue, WA
- Region
- West
Registrations
- SEC registered
- Registered in 1 jurisdiction
Every state, with registration dates
Similar firms near Mercer Island
- Northwest Asset ManagementMercer Island, WA$4.1B AUM
- TSP Advisors, LLCMercer Island, WA$317M AUM
- The Fauser Group, LLCMercer Island, WA$314M AUM
- The Planner's Edge LLCMercer Island, WA$179M AUM
- S. R. Schill & Associates, Inc.Mercer Island, WA$143M AUM
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