Wafd Wealth, Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Seattle, WA. Its latest Form ADV filing, dated January 29, 2026, reports $348M in regulatory assets under management, 14 employees, and 677 accounts.
Assets Under Management
$348M
Employees
14
Offices
--
Total Clients
274
Primary office
SEATTLE, WA
1215 FOURTH AVENUE, SUITE 2200, SEATTLE, WA, United States
Top client segmentHNWI represent 63.5% of total clients.
Top client categories% of clientsClients
1
HNWI
63.5%
174
2
Individuals
36.5%
100
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$348Mas of January 29, 2026
Discretionary82.4%
$287M
82% of total RAUM82.4%
Non-discretionary17.6%
$61M
18% of total RAUM17.6%
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.
Total AUM$348M
Total Accounts677
10Y AUM Change+$348M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee20:1
10Y Employee Change+7 (+100.0%)
* 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.