Falists
← Back to search

WAFD WEALTH, INC

CRD 337346 · SEC 801-134074

Visit website

1215 FOURTH AVENUE, SUITE 2200, SEATTLE, WA, 98161, United States

Phone

206-467-2800

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$348.1M

Discretionary AUM

$286.9M

Team

14 total employees; 7 advisory reps

Clients

11-25

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-01-29

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals100$30.4M
High net worth individuals174$317.7M

States served

AL, AK, AZ, AR, CA, ID, ME, MD, MA, MT, NE, NV, NY, OH, OR, SC, UT, VA, MO, WA, TX, NH, HI, FL

All web addresses on file

Official SEC filing: View on IAPD