Investment adviser · CRD 120371

NO OTHER PRIMARY BUSINESS NAME

Investment adviser filing (IA)

EASTSIDE FINANCIAL ADVISORS, LLC

· Form ADV filed Jan 14, 2026

Regulatory AUM: $30.1M
Client accounts: 94
Employees: 0
Advisory professionals: 0

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	4	$13,200,000	43.9%
Individuals	87	$9,200,000	30.6%
Retirement plans	3	$7,700,000	25.6%
Banks & thrifts	Fewer than 5	Not reported	Not reported
Charities	Fewer than 5	Not reported	Not reported
Government entities	Fewer than 5	Not reported	Not reported
Other investment advisers	Fewer than 5	Not reported	Not reported
Insurance companies	Fewer than 5	Not reported	Not reported
Sovereign wealth & foreign institutions	Fewer than 5	Not reported	Not reported
Corporations & businesses	Fewer than 5	Not reported	Not reported

Filing source

Form ADV 2040249 · Jan 14, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jan 14, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting

Compensation

Percentage of assets

Principal office

CRD 120371

Filing source

Form ADV 2040249 · Jan 14, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.