Overview
Assets Under Management: $138 million
Headquarters: FALLS CHURCH, VA
High-Net-Worth Clients: 73
Average Client Assets: $0.9 million
Frequently Asked Questions
WASHINGTON WEALTH ADVISORS, LLC 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 #155978), WASHINGTON WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
WASHINGTON WEALTH ADVISORS, LLC is headquartered in FALLS CHURCH, VA.
WASHINGTON WEALTH ADVISORS, LLC serves 73 high-net-worth clients according to their SEC filing dated March 27, 2018. View client details ↓
According to their SEC Form ADV, WASHINGTON WEALTH ADVISORS, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
WASHINGTON WEALTH ADVISORS, LLC manages $138 million in client assets according to their SEC filing dated March 27, 2018.
According to their SEC Form ADV, WASHINGTON WEALTH ADVISORS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 73
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 45.00%
Average Client Assets: $0.9 million
Total Client Accounts: 906
Discretionary Accounts: 825
Non-Discretionary Accounts: 81
Regulatory Filings
CRD Number: 155978
Filing ID: 1165311
Last Filing Date: 2018-03-27 19:01:00