# WAFD Wealth, Inc.

WAFD Wealth, Inc. is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/wafd-wealth-management

## Regulatory record

- **CRD number:** 337346
- **SEC file number:** 801-134074
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/337346

## About

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.

## 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.

### 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.

## Related profiles

- [NLC Capital Manco Limited](https://altss.com/profile/nlc-capital-manco-limited)
- [GEG Advisors](https://altss.com/profile/geg-advisors)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/wafd-wealth-inc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology