Van Ray Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$6,174,398
Clients
22
Advisors
1
of 1 employees
About
Van Ray Wealth Management serves individual and high‑net‑worth clients, as well as retirement plans, corporations and charitable entities, offering portfolio management, comprehensive financial planning, ongoing advising, and retirement‑plan consulting. The firm operates on a small, advisory team model with two advisors and a limited client roster, documenting goals and tailoring written plans before implementing investment strategies.
The firm’s investment approach centers on strategic asset allocation with periodic rebalancing and it offers both discretionary and non‑discretionary management; as of March 24, 2025 it reported roughly $4.13 million in discretionary assets and about $6.10 million in non‑discretionary assets, so the majority of assets are managed non‑discretionarily. Van Ray commonly recommends and monitors third‑party advisers and may enter co‑adviser/sub‑adviser relationships in which the sub‑adviser handles trading, execution, and reporting.
A distinctive aspect of the firm is that one of its owners is a licensed insurance agent and the brochure discloses that the firm evaluates and may recommend insurance products (annuities, life, disability, long‑term care) as part of comprehensive planning, with insurance commissions payable to the agent—an affiliation the firm identifies as a potential conflict of interest. Combined with its heavier reliance on non‑discretionary arrangements and routine use of third‑party sub‑advisers, Van Ray’s service model blends financial planning, retirement‑plan education and insurance distribution in a boutique advisory setting.
Client services
Expertise
Fee options
Comprehensive financial planning fixed fees range from $1,000 to $5,000; ongoing financial advising fixed fees $1,000 to $2,400 annually.
$0 - $500,000: 1.00% $500,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.50% $5,000,001 - $10,000,000: 0.40% $10,000,001+: Negotiable
$200 per hour for financial planning and reviews; negotiable.
Fee-only: Comprehensive financial planning fixed fees range from $1,000 to $5,000; hourly fee $200 per hour; ongoing financial advising fixed fees $1,000 to $2,400 annually.
Main office
120 West Dayton Street, Suite B 6
Edmonds WA 98020
Advisors at this office
1
Most active in
Washington
Also doing business as
Van Ray Financial, LLC · Van Ray Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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