Wafd Wealth, Inc

Firm record

As recorded in SEC IAPD

Firm CRD

337346

SEC number

801-134074

Firm type

RIA

Assets under management

$348.1M as of Jan 29, 2026

Website

www.wafdwealth.com ↗

Phone

206-467-2800

Address

1215 Fourth Avenue, Seattle, WA, 98161

Advisors at this firm

11 in our index · page 1 of 1

• Erik Daniel AustinCRD 7959006 · Seattle, WA
  IA Registered
• Robert CampbellCRD 5764094 · Seattle, WA
  IA RegisteredRegistration inactive
• John Francis ChavezCRD 2427939 · Seattle, WA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Janiece D CollopyCRD 7498635 · Seattle, WA
  IA RegisteredRegistration inactive
• Mollie Rose ConnellyCRD 8218609 · Seattle, WA
  IA Registered
• Dakota Ray CryerCRD 8250814 · Seattle, WA
  IA Registered
• Ka Leung LawCRD 4722353 · Seattle, WA
  IA RegisteredRegistration inactive
• Elizabeth Lynn ParrisCRD 5787702 · Seattle, WA
  IA RegisteredRegistration inactive
• Loren Nicole SanchezCRD 6228089 · Seattle, WA
  IA RegisteredRegistration inactive
• Emily E SchwartzCRD 5652952 · Seattle, WA
  IA RegisteredRegistration inactive
• Michael Joseph ThompsonCRD 5971127 · Seattle, WA
  IA Registered

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.