Allium Financial Advisors

Overview

ALLIUM FINANCIAL ADVISORS, LLC holds CRD 288462 and SEC file 801 110536. The SEC approved its registration on May 16, 2017.¹ The firm’s headquarters are in Lake Oswego, Oregon, and the directory record identifies no additional office.¹ Allium says it was established in 2016 with a goal of improving clients’ lives by understanding their finances and broader mission.²

Allium describes its role as extending beyond managing investments and says its work is centered on the people it advises.² Its website groups clients into Families and Individuals, Business Owners, Endowments and Foundations, and Retirement Plan Sponsors.³

History

Allium reports a 2016 founding date.² Sheree Demers Arntson entered financial services in 1994 and created a discretionary portfolio management model for nonprofits in 2006, according to her biography.² The firm also says its institutional investor background shaped its independent research and continuing review of investments.⁸

Timeline

1. 1994Sheree Demers Arntson entered financial services in 1994 and created a discretionary portfolio management model for nonprofits in 2006, according to her biography.
2. 2016Allium says it was established in 2016 with a goal of improving clients’ lives by understanding their finances and broader mission.
3. 2017The SEC approved its registration on May 16, 2017.

Leadership

Sheree Demers Arntson is identified as CEO, CCO, and Senior Financial Advisor.² Her biography records more than 22 years with Arnerich Massena, including service as Managing Director of Wealth Management, and lists a Bachelor of Science from the University of Oregon.²

Pradeep Tempalli, CFA, CFP®, is listed as CFO and Senior Financial Advisor.² His stated planning work includes business succession, estate structure, retirement, risk management, tax strategy, and charitable giving.² His previous employers include Umpqua Private Bank and Wells Fargo, and his education listing includes Mahatma Phule Agricultural University and coursework at Oregon State University.²

Scott Thompson serves as CIO and Senior Financial Advisor.² His responsibilities include leading the Investment Committee and handling manager relationships, research, portfolio management, and client relationships.² Jordan Fee, CFA, is a Financial Advisor who joined Allium in 2023 following high net worth consulting work at Vanguard.²

Services

SEC directory information lists financial planning, portfolio management for individuals and small businesses, institutional portfolio management, and choosing other advisers among the firm’s services.¹ The listed fee arrangements are asset based percentages, hourly charges, and fixed charges.¹

For families and individuals, the firm discusses retirement, estate structure, gifting, investments, succession planning, and insurance.⁴ Trellis provides a secure shared setting for financial planning, scenario review, and plan updates.⁴ Investment work can include improving asset allocation, harvesting tax losses, controlling costs, rebalancing portfolios, and evaluating outside managers.⁴

Allium identifies tax strategy as a core offering, supported by CFP® professionals, CFAs, investment advisers, and partner CPAs.⁴ Strategic partners provide accounting and bookkeeping.⁴ Other partners support legal matters involving estates, gifts, corporations, and taxation.⁴ Professional trustees are available through strategic partnerships.⁴

Business owner work includes succession, corporate cash management, retirement, and risk planning.⁵ Related retirement services cover benefits, employee education, oversight, and continuing fiduciary responsibilities.⁵

For endowments and foundations, the firm describes fiduciary advice, education, governance assistance, and portfolios aligned with organizational values.⁶ Portfolios can reflect ESG preferences, direct support toward selected organizations, or avoid particular industries while considering diversification and returns.⁶ Allium states that it maintains alternative investment opportunities for Accredited and Qualified Investors.⁶

Retirement plan sponsor services include fiduciary duties, plan design, vendor and investment option review, oversight procedures, and employee education.⁷

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Estate planning
• Trust and fiduciary
• Philanthropy
• Family governance and education
• Administration and bill pay
• Risk and insurance
• Business owner services
• Private and alternative investments
• Retirement planning

Client focus

Allium names families and individuals, business owners, endowments and foundations, and retirement plan sponsors as its principal client groups.³ The directory record lists 61 non high net worth individuals, 171 high net worth individuals, 4 charities, and 7 other clients.¹

Investment philosophy and approach

The firm says it favors active diversification, a long range outlook, protection of capital, and selected alternative investments that may support returns and moderate volatility.⁸ Its stated principles include considering client values, matching investments to client needs, limiting expenses, addressing taxes, rebalancing as opportunities develop, and carrying out decisions promptly.⁸

Allium says the division of assets among investments has the largest effect on portfolio risk and return.⁸ It also states that portfolio construction reflects each client’s values and tax circumstances.⁸

Assets and minimums

The directory record reports $733,507,437 in regulatory assets under management as of July 23, 2026.¹ It reports $21,740,767 for 61 non high net worth individuals, $668,260,640 for 171 high net worth individuals, $23,563,104 for 4 charities, and $19,942,926 for 7 other clients as of that date.¹

By the numbers

FAQs

Related resources

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Sources

1. SEC IAPD firm summary , accessed October 23, 2026.
2. Allium Financial Advisors About Us , accessed October 23, 2026.
3. Allium Financial Advisors Disclosures and Form ADV , accessed October 23, 2026.
4. Families and Individuals , accessed October 23, 2026.
5. Business Owners , accessed October 23, 2026.
6. Endowments and Foundations , accessed October 23, 2026.
7. Retirement Plan Sponsors , accessed October 23, 2026.
8. Investment Philosophy , accessed October 23, 2026.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.