Wealth Asset Managers
Wealth Asset Managers is an SEC-registered mass-market adviser in Spokane, WA with $272.0M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Wealth Asset Managers: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 14377, SEC 801-41346, data through 2025-07-21.
- AUM (assets under management / regulatory AUM)
- $272.0M (2025-07-21)
- Firm type
- Mass-Market Adviser
- Location
- Spokane, WA
- Employees
- 15
- Clients
- 2,058
- CRD
- 14377
- Ownership
- NELSON, ROBERT OWEN; DONAHUE, PATRICK KEVIN; NELSON, ROBERT OWEN JR; GIBSON, SHYLA SUZANNE
How much AUM does Wealth Asset Managers have?
Wealth Asset Managers reported $272.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2025-07-21).
Who owns Wealth Asset Managers?
Disclosed owners and executives of Wealth Asset Managers include NELSON, ROBERT OWEN, DONAHUE, PATRICK KEVIN, NELSON, ROBERT OWEN JR, GIBSON, SHYLA SUZANNE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.