Wealth Asset Managers

Firm record

As recorded in SEC IAPD

Firm CRD

14377

SEC number

801-41346

Firm type

RIA

Assets under management

$272.0M as of Jul 21, 2025

Website

www.nelson-securities.com ↗

Phone

509-838-1313

Address

9718 N Morton Ct, Spokane, WA, 99218

Advisors at this firm

12 in our index · page 1 of 1

• Patrick Kevin DonahueCRD 1695912 · Spokane, WA
  Broker
• Arealous Clayton EarthmanCRD 1539918 · Spokane, WA
  IA RegisteredBroker
• Carmel Bequia ExumCRD 7395532 · San Diego, CA
  IA RegisteredBroker
• Enrique Maldonado GarciaCRD 2907890 · San Diego, CA
  IA RegisteredBroker
• Shyla Suzanne GibsonCRD 2825987 · Spokane, WA
  Broker
• Steven Thomas KellerCRD 1030518 · Fort White, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Regina Lynn MiddaughCRD 4074694 · Spokane, WA
  Broker
• Jeffery Scott MillerCRD 2080954 · Spokane, WA
  IA RegisteredBroker
• Robert Owen NelsonCRD 2245236 · Spokane, WA
  IA RegisteredBroker
• Scott Patrick NewmanCRD 2716213 · San Diego, CA
  IA RegisteredBroker
• Russell Raymond PriceCRD 1800271 · Spokane, WA
  IA RegisteredBroker
• David Allen VoseCRD 2245155 · Spokane, WA
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.