RIA Intelligence

NELSON SECURITIES,INC.

Legal name: WEALTH ASSET MANAGERS

CRD #14377 SEC #801-41346 SPOKANE, WA 509-838-1313
SEC Registered Broker-Dealer
Total AUM
$272M
Discretionary
$247.7M
Employees
15
Clients
0
Accounts
2,026

Firm Details

Organization Type
Corporation
State of Formation
Washington
Fiscal Year End
JUNE
Registration Date
--
Latest Filing
Jul 21, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
DONAHUE, PATRICK KEVINITREASURER, CFONA Control
DONAHUE, PATRICK KEVINITREASURER, CFONA Control
DONAHUE, PATRICK KEVINITREASURER, CFONA Control
DONAHUE, PATRICK KEVINITREASURER, CFONA Control
DONAHUE, PATRICK KEVINITREASURER, CFONA Control
DONAHUE, PATRICK KEVINITREASURER, CFONA Control
DONAHUE, PATRICK KEVINITREASURER, CFONA Control
DONAHUE, PATRICK KEVINITREASURER, CFONA Control
DONAHUE, PATRICK KEVINITREASURER, CFONA Control
DONAHUE, PATRICK KEVINITREASURER, CFONA Control
DONAHUE, PATRICK KEVINITREASURER, CFONA Control
DONAHUE, PATRICK KEVINITREASURER, CFONA Control
DONAHUE, PATRICK KEVINITREASURER, CFONA Control
DONAHUE, PATRICK KEVINITREASURER, CFONA Control
DONAHUE, PATRICK KEVINITREASURER, CFONA Control
DONAHUE, PATRICK KEVINITREASURER, CFONA Control
DONAHUE, PATRICK KEVINITREASURER, CFONA Control
DONAHUE, PATRICK KEVINITREASURER, CFONA Control
DONAHUE, PATRICK KEVINITREASURER, CFONA Control
DONAHUE, PATRICK KEVINITREASURER, CFONA Control
DONAHUE, PATRICK KEVINITREASURER, CFONA Control
DONAHUE, PATRICK KEVINITREASURER, CFONA Control
DONAHUE, PATRICK KEVINITREASURER, CFONA Control
DONAHUE, PATRICK KEVINITREASURER, CFONA Control
DONAHUE, PATRICK KEVINITREASURER, CFONA Control
DONAHUE, PATRICK KEVINITREASURER, CFONA Control
GIBSON, SHYLA SUZANNEICHIEF COMPLIANCE OFFICERNA Control
GIBSON, SHYLA SUZANNEICHIEF COMPLIANCE OFFICERNA Control
GIBSON, SHYLA SUZANNEICHIEF COMPLIANCE OFFICERNA Control
GIBSON, SHYLA SUZANNEICHIEF COMPLIANCE OFFICERNA Control
GIBSON, SHYLA SUZANNEICHIEF COMPLIANCE OFFICERNA Control
GIBSON, SHYLA SUZANNEICHIEF COMPLIANCE OFFICERNA Control
GIBSON, SHYLA SUZANNEICHIEF COMPLIANCE OFFICERNA Control
GIBSON, SHYLA SUZANNEICHIEF COMPLIANCE OFFICERNA Control
GIBSON, SHYLA SUZANNEICHIEF COMPLIANCE OFFICERNA Control
GIBSON, SHYLA SUZANNEICHIEF COMPLIANCE OFFICERNA Control
GIBSON, SHYLA SUZANNEICHIEF COMPLIANCE OFFICERNA Control
GIBSON, SHYLA SUZANNEICHIEF COMPLIANCE OFFICERNA Control
NELSON, ROBERT OWENIPRESIDENT, CEO, CCO, DIRECTORE Control
NELSON, ROBERT OWENIPRESIDENT, CEO, CCO, DIRECTORE Control
NELSON, ROBERT OWENIPRESIDENT, CEO, CCO, DIRECTORE Control
NELSON, ROBERT OWENIPRESIDENT, CEO, CHIEF COMPLIANCE OFFICER, DIRECTORE Control
NELSON, ROBERT OWENIPRESIDENT, CEO, CCO, DIRECTORE Control
NELSON, ROBERT OWENIPRESIDENT, CEO, CCO, DIRECTORE Control
NELSON, ROBERT OWENIPRESIDENT, CEO, CHIEF COMPLIANCE OFFICER, DIRECTORE Control
NELSON, ROBERT OWENIPRESIDENT, CEO, CHIEF COMPLIANCE OFFICER, DIRECTORE Control
NELSON, ROBERT OWENIPRESIDENT, CEO, CHIEF COMPLIANCE OFFICER, DIRECTORE Control
NELSON, ROBERT OWENIPRESIDENT, CEO, CHIEF COMPLIANCE OFFICER, DIRECTORE Control
NELSON, ROBERT OWENIPRESIDENT, CEO, CHIEF COMPLIANCE OFFICER, DIRECTORE Control
NELSON, ROBERT OWENIPRESIDENT, CEO, CHIEF COMPLIANCE OFFICER, DIRECTORE Control
NELSON, ROBERT OWENIPRESIDENT, CEO, CHIEF COMPLIANCE OFFICER, DIRECTORE Control
NELSON, ROBERT OWENIPRESIDENT, CEO, CHIEF COMPLIANCE OFFICER, DIRECTORE Control
NELSON, ROBERT OWEN JRIPRESIDENT, CEOE Control
NELSON, ROBERT OWEN JRIPRESIDENT, CEOE Control
NELSON, ROBERT OWEN JRIPRESIDENT, CEOE Control
NELSON, ROBERT OWEN JRIPRESIDENT, CEOE Control
NELSON, ROBERT OWEN JRIPRESIDENT, CEOE Control
NELSON, ROBERT OWEN JRIPRESIDENT, CEOE Control
NELSON, ROBERT OWEN JRIPRESIDENT, CEOE Control
NELSON, ROBERT OWEN JRIPRESIDENT, CEOE Control
NELSON, ROBERT OWEN JRIPRESIDENT, CEOE Control
NELSON, ROBERT OWEN JRIPRESIDENT, CEOE Control
NELSON, ROBERT OWEN JRIPRESIDENT, CEOE Control
NELSON, ROBERT OWEN JRIPRESIDENT, CEOE Control

Registrations

Federal

IA
Jul 21, 2025 REGISTERED

Notice Filings (49)

AK AL AR AZ CA CO CT DC DE FL GA HI IA ID IL IN KS KY LA MA MD ME MI MN MO MS MT NC NE NH NJ NM NV NY OH OK OR PA RI SC SD TN TX UT VA VT WA WI WV

Address

9718 N MORTON CT
SPOKANE, WA 99218
United States
Phone: 509-838-1313