Wafd Wealth, Inc
● SEC registered since 2025CRD 337346SEC# 801-134074Seattle, WA
Reg. AUM
$348.1M
Employees
14
Accounts
677
Location
Seattle, WA
Wafd Wealth, Inc assets under management
Wafd Wealth, Inc operates as an SEC-registered investment adviser based in Seattle, WA. The firm has been registered since 2025. It reports $348.1 million in regulatory assets under management and employs 14 people.
Wafd Wealth, Inc owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John F Chavez Control | Chief Executive Officer | Under 5% | 2025 |
| Michael Joseph Thompson | Chief Investment Officer | Under 5% | 2026 |
| Robert Campbell Control | President | Under 5% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Wafd Wealth, Inc manage?
Wafd Wealth, Inc reports $348.1 million in regulatory assets under management on its Form ADV.
How many employees does Wafd Wealth, Inc have?
Wafd Wealth, Inc reports 14 employees.
Where is Wafd Wealth, Inc located?
Wafd Wealth, Inc is based in Seattle, WA and has been SEC-registered since 2025.
Does Wafd Wealth, Inc disclose fund performance?
Wafd Wealth, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1215 Fourth Avenue, Suite 2200, Seattle, WA 98161 |
| Phone | 206-467-2800 |
| Office hours | 6:30a.m. - 5p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 2096440 |
| Discloses disciplinary history | No |
Regulatory AUM
$348.1MNo change
Nov '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 58%
Larger than 42% of 16,271 advisers
EmployeesTop 32%
More than 68% of 16,825 advisers
Assets under management
$348.1Mregulatory AUM
Discretionary $286.9MNon-discretionary $61.2M