LP Profile

Middleton & Company

Also known as middleton and

Wealth ManagerVancouver, United StatesFounded 2016
Vancouver
Headquarters
Investment Focus

About Middleton & Company

Middleton & Company is a wealth manager based in Vancouver, US. Founded in 2016.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Middleton & Company from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$1.2B
Total Clients
613
Filing Date
May 4, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Middleton & Company across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Middleton & Company?

Middleton & Company is a wealth manager based in Vancouver, United States.

Where is Middleton & Company headquartered?

Middleton & Company is headquartered in Vancouver, United States.

When was Middleton & Company founded?

Middleton & Company was founded in 2016.

How can I contact Middleton & Company?

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