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WASHINGTON AVENUE ADVISORS

LANSING, MI · CRD 307002 · IAPD ↗ · 844-678-1842

$336.9MRegulatory AUM
9Advisory reps
11Employees
20Clients
101-250Planning clients
0Private funds
14States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — WASHINGTON AVENUE ADVISORS grew from 7 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
December 2025 — WASHINGTON AVENUE ADVISORS notice-filed in NM, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
December 2025 — WASHINGTON AVENUE ADVISORS's Item 11 disclosure-reporting entries rose by 1 (0 -> 1).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
63
April 2025 — WASHINGTON AVENUE ADVISORS reported RAUM up 28% ($224.2M -> $286.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
67
May 2024 — WASHINGTON AVENUE ADVISORS grew from 4 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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