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| WAFD Wealth Inc
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|
|
|---|---|
| CRD # | 337346 |
| SEC # | 801-134074 |
| CIK # | 0002096440 |
| AUM | $348.1 M (2026-01-29) |
| Employees | 14 (50% Investors, 0% Brokers) |
| Phone | 206-467-2800 |
| Address | 1215 Fourth Avenue Seattle, WA 98161 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 100 | 30.4 |
| (b) Individuals (high net worth individuals) | 174 | 317.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 677 | 348.1 |
| By Discretionary | ||
| Discretionary | 583 | 286.9 |
| Non-Discretionary | 94 | 61.2 |
| Total | 677 | 348.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 348.1 | |
| Total | 677 | 348.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Arlen Capital LLC
✚
|
RI | 0.3 |
|
Gainline Financial Partners LLC
✚
|
MN | 0.3 |
|
Carbon Collective Investing LLC
✚
|
CA | 0.3 |
|
Opal Capital LLC
✚
|
FL | 0.3 |
|
Elliott Cove Capital Management LLC
✚
|
WA | 0.3 |
|
Smartharvest Portfolios LLC
✚
|
0.3 | |
|
American Retirement Planning Group Inc
✚
|
NV | 0.3 |
|
NorthStar Asset Management LLC
✚
|
NJ | 0.3 |
|
Michels Family Financial LLC
✚
|
TX | 0.3 |
|
United Financial Planning Group LLC
✚
|
NY | 0.3 |