# Wealth Asset Managers

Wealth Asset Managers is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 14377
- **SEC file number:** 801-41346
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/14377

## About

WEALTH ASSET MANAGERS is an SEC-registered investment adviser in Spokane, WA, registered since 1992. The firm manages $272 million in assets, with $248 million on a discretionary basis. It employs 15 staff and 9 investment advisers.

## Sectors

- Hedge Funds
- Private Credit
- Real Estate

## Questions

### What investment strategies does Wealth Asset Managers pursue?

Based on SEC investment adviser registration records, the firm manages hedge funds and private credit funds that deploy capital across opportunistic equity, distressed debt, and real estate-linked strategies. The mandate centers on special situations — including restructurings and asset-backed opportunities — rather than plain-vanilla long-only exposure. Specific position-level detail is not publicly available, reflecting the firm's low-disclosure posture.

### What is the firm's regulatory status?

Wealth Asset Managers is registered with the U.S. Securities and Exchange Commission as an investment adviser. As a registered adviser managing private funds, it files Form ADV, which provides structural detail on fund types, assets under management, and service-provider relationships. The firm's exempt-reporting-adviser status means certain disclosures are limited compared with fully reporting public companies.

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

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