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WASHINGTON FINANCIAL GROUP, INC.

OSTERVILLE, MA · CRD 132369 · IAPD ↗ · 508-420-8341

$119.0MRegulatory AUM
2Advisory reps
2Employees
0Clients
101-250Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
August 2026 — WASHINGTON FINANCIAL GROUP, INC. (OSTERVILLE, MA) is newly SEC-registered with $119.0M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.