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WaFd Wealth, Inc.

EST. AUM
$348,143,236

CONTACTS
2

CLIENT ACCOUNTS
677

Firm Details

Metro area Seattle
CRD Number 337346
Website wafdwealth.com
Client types

Overview

WaFd Wealth, Inc. is a registered investment adviser based in Seattle, Washington, and a wholly owned subsidiary of WaFd, Inc. The firm provides advisory services including financial planning, consulting, investment management, and retirement plan consulting. It filed for registration in June 2025 and at inception had no reported assets under management. WaFd Wealth operates under a fiduciary model and emphasizes client-tailored portfolio construction, risk management, and wealth preservation strategies.

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Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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