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Building 2WAFD WEALTH, INC

Map pinSEATTLE, WA
Phone206-467-2800
NotebookSEC #801-134074
Total AUM
$348.1M
Employees
14
Clients
274

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1215 FOURTH AVENUE
SUITE 2200
SEATTLE
WA 98161
United States
Operating Hours
6:30AM - 5PM
Monday - Friday
Phone
206-467-2800

ReceiptFinancials

Total AUM
$348.1M
Accounts
677
Discretionary
$286.9M
Accounts
583
Non-Discretionary
$61.2M
Accounts
94

ContactClients

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Individual Clients
100
AUM
$30.4M
HNW Individual Clients
174
AUM
$317.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCAFLHIIDMAMDMEMOMTNENHNVNYOHORSCTXUTVAWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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