WAFD WEALTH, INC
CRD #337346 SEC #801-134074 SEATTLE, WA 206-467-2800
SEC Registered
Total AUM
$348.1M
Discretionary
$286.9M
Employees
14
Clients
11
Accounts
677
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $348.1M | $286.9M | $61.2M | 14 | 0 |
| Aug 2025 | $0 | $0 | $0 | 7 | 0 |
| Jul 2025 | $0 | $0 | $0 | 7 | 0 |
| Jul 2025 | $0 | $0 | $0 | 7 | 0 |
| Jul 2025 | $0 | $0 | $0 | 7 | 0 |
DateNov 2025
Total AUM$348.1M
Discretionary$286.9M
Non-Disc.$61.2M
Employees14
Clients0
DateAug 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateJul 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateJul 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateJul 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0