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WAFD WEALTH, INC

SEATTLE, WA · CRD 337346 · IAPD ↗ · wafdwealth.com · 206-467-2800

$348.1MRegulatory AUM
7Advisory reps
14Employees
0Clients
11-25Planning clients
0Private funds
24States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

98
December 2025 — WAFD WEALTH, INC (SEATTLE, WA) is newly SEC-registered with $348.1M RAUM and 7 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.