Michael Vila
Bellevue Asset Management · Bellevue, Washington
Michael Vila is a fee-only financial advisor at Bellevue Asset Management in Bellevue, Washington, who holds the CFP credential. Bellevue Asset Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Bellevue Asset Management |
|---|---|
| Based in | Bellevue, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $393.7M across 593 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX, WA · CRD 3264025 |
| Exams passed | Series 66 (1999) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.bellevueasset.com |
How Michael's firm compares
- Bellevue Asset Management's average account is about $664,000, from its Form ADV (assets managed divided by 593 accounts).
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Questions about Michael
Is Michael Vila a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Bellevue Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michael charge for financial advice?
Michael's firm, Bellevue Asset Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Michael Vila based?
Michael Vila is based in Bellevue, Washington.
What credentials does Michael Vila hold?
Michael Vila holds the CFP credential.
Is Michael Vila registered with the SEC?
Yes. Michael Vila is registered as an investment adviser representative in TX and WA (CRD 3264025), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Bellevue Asset Management manage?
Bellevue Asset Management reports $393.7M across 593 accounts in assets under management.
How do I contact Michael Vila?
Through Michael's website, www.bellevueasset.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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