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Polaris Financial Partners, LLC

● SEC registered since 2025CRD 299258SEC# 801-132733Westerville, OH
Export (members)
Reg. AUM
$191.5M
Employees
5
Accounts
430
Location
Westerville, OH

Polaris Financial Partners, LLC assets under management

Polaris Financial Partners, LLC operates as an SEC-registered investment adviser based in Westerville, OH. The firm has been registered since 2025. It reports $191.5 million in regulatory assets under management and employs 5 people.
polarisfinancial.netView on SEC.gov ↗

Polaris Financial Partners, LLC owners & executives

3 reported
NameTitleOwnershipSince
Justin DrakeChief Marketing OfficerUnder 5%2023
Robert Thomas Deitrick ControlCeo, Managing MemberOver 75%2003
William Bradford HarriganGeneral Counsel & Investment Advisor Representative & CcoUnder 5%2009

Frequently asked questions

How much does Polaris Financial Partners, LLC manage?

Polaris Financial Partners, LLC reports $191.5 million in regulatory assets under management on its Form ADV.

How many employees does Polaris Financial Partners, LLC have?

Polaris Financial Partners, LLC reports 5 employees.

Where is Polaris Financial Partners, LLC located?

Polaris Financial Partners, LLC is based in Westerville, OH and has been SEC-registered since 2025.

Does Polaris Financial Partners, LLC disclose fund performance?

Polaris Financial Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address470 Olde Worthington Road Suite 450, Westerville, OH 43082
Phone614-901-3400
Fax614-901-4030
Office hours8:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
CIK2103435
Discloses disciplinary historyNo

Assets under management

Discretionary$191.5M
Non-discretionary$0
Total (RAUM)$191.5M