Overview
Assets Under Management: $348 million
Headquarters: SEATTLE, WA
High-Net-Worth Clients: 174
Average Client Assets: $2 million
Frequently Asked Questions
WAFD WEALTH, INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #337346), WAFD WEALTH, INC is subject to fiduciary duty under federal law.
WAFD WEALTH, INC is headquartered in SEATTLE, WA.
WAFD WEALTH, INC serves 174 high-net-worth clients according to their SEC filing dated November 29, 2025. View client details ↓
According to their SEC Form ADV, WAFD WEALTH, INC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
WAFD WEALTH, INC manages $348 million in client assets according to their SEC filing dated November 29, 2025.
According to their SEC Form ADV, WAFD WEALTH, INC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 174
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.27
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 677
Discretionary Accounts: 583
Non-Discretionary Accounts: 94
Regulatory Filings
CRD Number: 337346
Filing ID: 2029799
Last Filing Date: 2025-11-29 09:55:54
Website: 0