WAFD WEALTH, INC
SEC Form ADV profile.
Total regulatory AUM
$348,143,236
Discretionary
$286,929,724
Non-discretionary
$61,213,512
Firm details
- CRD number
- 337346
- SEC file number
- 801-134074
- Main office
- SEATTLE, WA, United States
- Employees
- 14
- SEC status
- Approved
- Website
- https://www.wafdwealth.com/
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.