Wealth Asset Managers is an SEC registered investment adviser organized as a corporation with a primary office location in Spokane, WA. Its latest Form ADV filing, dated July 21, 2025, reports $272M in regulatory assets under management, 15 employees, 1 office, and 2,026 accounts.
Portfolio management for individuals and small businesses
Publication of periodicals or newsletters
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 99.7% of total clients.
Top client categories% of clientsClients
1
Individuals
99.7%
2,016
2
Corporations
0.3%
7
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$272Mas of July 21, 2025
Discretionary91.1%
$248M
91% of total RAUM91.1%
Non-discretionary8.9%
$24M
9% of total RAUM8.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$272M
Total Accounts2,026
10Y AUM Change+$179M (+191.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees15
Clients per Employee135:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.