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| Washington Wealth Advisors LLC
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|---|---|
| CRD # | 155978 |
| SEC # | 801-110265 |
| CIK # | |
| AUM | $248.8 MM (2022-11-09) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 703-584-2700 |
| Address | 300 North Washington Street Falls Church, VA 22046 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 167 | 113.1 |
| (b) Individuals (high net worth individuals) | 97 | 135.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,457 | 248.8 |
| By Discretionary | ||
| Discretionary | 1,400 | 226.7 |
| Non-Discretionary | 57 | 22.1 |
| Total | 1,457 | 248.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 5.0 | |
| United States Persons | 243.8 | |
| Total | 1,457 | 248.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Southbridge Advisors LLC
✚
|
GA | 0.2 |
|
Access Wealth Management Inc
✚
|
KY | 0.2 |
|
Pillar Wealth Advisors LLC
✚
|
DE | 0.2 |
|
Ensenia Wealth LLC
✚
|
IL | 0.2 |
|
NPB Financial Group LLC
✚
|
CA | 0.2 |
|
Kathleen S Wright Associates Inc
✚
|
PA | 0.2 |
|
Gunpowder Capital Management LLC
✚
|
FL | 0.2 |
|
Global Wealth Management LLC
✚
|
NJ | 0.2 |
|
Wayfinding Financial LLC
✚
|
WA | 0.2 |
|
Topel & Distasi Wealth Management LLC
✚
|
CA | 0.2 |