180 Wealth Advisors, Llc
- Regulatory AUM
- $1.4B
- Discretionary
- $1.3B
- Clients
- 1,350
- Avg AUM / client
- $1.0M
- Accounts
- 3,480
- Employees
- 11
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 25, 2026
Investments (13F portfolio — 486 positions, $997,464,204)
13F period Jun 30, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp | COM | $40,047,119 | 107,359 | 4.01% | 2.95% |
| 2 | Nvidia Corporation | COM | $38,149,593 | 190,662 | 3.82% | 2.81% |
| 3 | Apple Inc | COM | $27,910,594 | 96,456 | 2.8% | 2.05% |
| 4 | Amazon Com Inc | COM | $23,925,901 | 100,386 | 2.4% | 1.76% |
| 5 | Broadcom Inc | COM | $21,838,172 | 57,811 | 2.19% | 1.61% |
| 6 | Mannkind Corp | COM NEW | $21,128,965 | 4,959,851 | 2.12% | 1.55% |
| 7 | Ishares Inc | MSCI GLB SLV&MTL | $16,181,239 | 524,854 | 1.62% | 1.19% |
| 8 | Alphabet Inc | CAP STK CL A | $13,757,677 | 38,497 | 1.38% | 1.01% |
| 9 | Alphabet Inc | CAP STK CL C | $13,050,944 | 36,937 | 1.31% | 0.96% |
| 10 | Tesla Inc | COM | $13,038,055 | 30,999 | 1.31% | 0.96% |
| 11 | Vanguard Intl Equity Index F | FTSE EMR MKT ETF | $12,997,676 | 217,753 | 1.3% | 0.96% |
| 12 | Blackrock Res & Commodities | SHS | $12,284,796 | 1,086,189 | 1.23% | 0.9% |
| 13 | Lam Research Corp | COM NEW | $12,171,288 | 28,088 | 1.22% | 0.9% |
| 14 | Etfs Gold Tr | PHYSCL GOLD SHS | $11,936,001 | 312,216 | 1.2% | 0.88% |
| 15 | Taiwan Semiconductor Manufac | SPONSORED ADS | $11,682,766 | 24,463 | 1.17% | 0.86% |
| 16 | Ishares Inc | MSCI GBL GOLD MN | $10,647,460 | 164,821 | 1.07% | 0.78% |
| 17 | Crowdstrike Hldgs Inc | CL A | $10,480,046 | 13,733 | 1.05% | 0.77% |
| 18 | Twilio Inc | CL A | $10,369,935 | 50,259 | 1.04% | 0.76% |
| 19 | Vanguard Specialized Funds | DIV APP ETF | $10,106,859 | 42,713 | 1.01% | 0.74% |
| 20 | Meta Platforms Inc | CL A | $9,710,557 | 17,239 | 0.97% | 0.71% |
| 21 | Applied Matls Inc | COM | $9,260,347 | 12,808 | 0.93% | 0.68% |
| 22 | Vanguard Whitehall Fds | HIGH DIV YLD | $9,136,430 | 57,815 | 0.92% | 0.67% |
| 23 | Intel Corp | COM | $9,018,482 | 64,588 | 0.9% | 0.66% |
| 24 | Dimensional Etf Trust | INTL CORE EQT MK | $8,964,960 | 217,332 | 0.9% | 0.66% |
| 25 | Grail Inc | COM | $8,723,113 | 127,774 | 0.87% | 0.64% |
Top 25 of 486 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 780 | $483M | 35.5% |
| High net worth individuals | 540 | $801M | 58.9% |
| Pension and profit sharing plans | 30 | $75.0M | 5.52% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Squaxin Island Tribe And Island Enterprise 401(k) Plan Squaxin Island Tribe | 2024 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Darren Norman Henke | Managing Member | CFP | Mar 2017 (9y) | 50% – 75% |
| Richard Wayne Buchan | Managing Member | CFP | Mar 2017 (9y) | 50% – 75% |
| Garver, Brett, Alan | Chief Compliance Officer | Jan 2023 (4y) | Less than 5% | |
| Sylvia Denise Parker | Registered representative | Apr 2017 (9y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Squaxin Island Tribe And Island Enterprise 401(k) Plan | Squaxin Island Tribe | 410 | $28.4M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/25/2026 | 910 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $1.4B (100% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 25, 2026.
View current Form ADV (SEC/IAPD) ↗