Updated:
WAFD Wealth, Inc.
WAFD Wealth, Inc. is an SEC-registered investment adviser in Seattle, WA, registered since 2025.
WAFD Wealth, Inc.
WAFD Wealth, Inc. is an SEC-registered investment adviser in Seattle, WA, registered since 2025. The firm manages $348 million in assets, with $287 million discretionary. It has 14 employees and 7 investment advisers.
General information
Firm type
RIA
Year founded
—
AUM
Undisclosed
Location
Region
—
Country
—
City
—
Corporate office
—
Frequently asked questions
What is known about WAFD Wealth, Inc.'s investment strategy?
No investment strategy details are publicly available. The firm has not disclosed asset classes, sector focus, or target investment types in any filing or public communication.
Who leads WAFD Wealth, Inc.?
No named principals or leadership team members appear in public records. The firm has not published a management team or key personnel list.
Is WAFD Wealth, Inc. related to Washington Federal (WAFD)?
The firm's name suggests a possible affiliation with Washington Federal, the Seattle-based bank holding company. However, no official documentation confirms this relationship. WAFD Wealth Inc. may be a separate entity.
Does WAFD Wealth, Inc. manage assets for external clients?
The firm is registered as an RIA, which typically involves managing assets for clients. However, no AUM figure, client base, or service structure has been disclosed.
Where is WAFD Wealth, Inc. headquartered?
No headquarters address or city is publicly available. The firm's registration location is not specified in accessible records.
What is WAFD Wealth, Inc.'s AUM?
The firm has not publicly disclosed any AUM figure. No estimates from third-party sources are available.
When was WAFD Wealth, Inc. founded?
Public records indicate the firm registered as an RIA in 2019. The exact founding date is not disclosed.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: