Wafd Wealth, Inc
Wafd Wealth, Inc is an SEC-registered wealth manager in Seattle, WA with $348.1M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Wafd Wealth, Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 337346, SEC 801-134074, data through 2026-01-29.
- AUM (assets under management / regulatory AUM)
- $348.1M (2026-01-29)
- Firm type
- Wealth Manager
- Location
- Seattle, WA
- Employees
- 14
- Clients
- 274
- CRD
- 337346
- Ownership
- CAMPBELL, ROBERT; Chavez, John, F; THOMPSON, MICHAEL, JOSEPH; Soriano, Yana, Erika; WAFD, INC.
How much AUM does Wafd Wealth, Inc have?
Wafd Wealth, Inc reported $348.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-29).
Who owns Wafd Wealth, Inc?
Disclosed owners and executives of Wafd Wealth, Inc include CAMPBELL, ROBERT, Chavez, John, F, THOMPSON, MICHAEL, JOSEPH, Soriano, Yana, Erika, WAFD, INC.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.