Allium Financial Advisors, Llc
- Regulatory AUM
- $734M
- Discretionary
- $703M
- Clients
- 243
- Avg AUM / client
- $3.0M
- Accounts
- 934
- Employees
- 10
AUM over time
Annual snapshots from Form ADV filings · as of Jul 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 61 | $21.7M | 2.96% |
| High net worth individuals | 171 | $668M | 91.1% |
| Charitable organizations | 4 | $23.6M | 3.21% |
| Corporations and other businesses | 7 | $19.9M | 2.72% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Pradeep Tempalli | Senior Wealth Advisor | CFP CFA | Apr 2017 (9y) | ≈ 18.75% – 50% via Trillium Consulting Inc. |
| Sheree Demers Arntson | Principal | Apr 2017 (9y) | ≈ 18.75% – 50% via Trillium Consulting Inc. | |
| Scott Alan Thompson | Chief Investment Officer | Apr 2022 (4y) | Less than 5% | |
| Jeffrey Mitchell Press | Cco | Mar 2023 (3y) | Less than 5% | |
| Jordan Lawrence Jeffrey Fee | Registered representative | CFA | Nov 2023 (3y) | |
| Michelle Lynn Wanless | Registered representative | Jun 2024 (2y) | ||
| Michael Standifer Elfers | Registered representative | Jan 2025 (2y) | ||
| Jacqueline Thompson | Registered representative | CFP | Apr 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Trillium Consulting Inc. | Parent Entity | Apr 2017 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Pradeep Tempalli: 25% – 50% of Trillium Consulting Inc. × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Sheree Demers Arntson: 25% – 50% of Trillium Consulting Inc. × 75% – 100% direct ≈ 18.75% – 50% of the firm
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.1 MB | 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
- • Selection of other advisers
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 23, 2026.
View current Form ADV (SEC/IAPD) ↗