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Wafd Wealth, Inc

● SEC registered since 2025CRD 337346SEC# 801-134074Seattle, WA
Export (members)
Reg. AUM
Employees
7
Accounts
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 employs 7 people.

Wafd Wealth, Inc owners & executives

4 reported
NameTitleOwnershipSince
John F Chavez ControlChief Executive OfficerUnder 5%2025
Justin Michael Monroe ControlChief Compliance Officer And General CounselUnder 5%2025
Robert Campbell ControlPresidentUnder 5%2025
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Frequently asked questions

How many employees does Wafd Wealth, Inc have?

Wafd Wealth, Inc reports 7 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

Address1215 Fourth Avenue, Suite 2200, Seattle, WA 98161
Phone206-467-2800
Office hours6:30a.m. - 5p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK2096440
Discloses disciplinary historyNo