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WALLA WALLA WEALTH ADVISORS
WALLA WALLA WEALTH ADVISORS, LLC
CRD 335162
117 E. ROSE ST., WALLA WALLA, WA, 99362, United States
Phone
509-525-6307
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$16.0M
Discretionary AUM
$16.0M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2 | $1.3M |
| High net worth individuals | 5 | $14.7M |
All web addresses on file
Official SEC filing: View on IAPD