RIA Intel›Advisers›Washington›WA FINANCIAL GROUP INC

WA FINANCIAL GROUP INC

Advisory

FEDERAL WAY, WA

Data as of Mar 30, 2026 · Source: SEC Form ADV

Average account

$178K

across 66 accounts

AUM per adviser

$12M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$12M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$12M

Discretionary AUM$12M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients66

Team

Total Employees3

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InWA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

66 clients

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in WA

Closest by assets under management. All figures from Form ADV.

MARTOS WEALTH MANAGEMENT LLC

$12M

BOZARTH INVESTMENT MANAGEMENT, INC.

$12M

JEWELER AND ASSOCIATES LLC

$12M

DIRECTIONAL FINANCIAL SERVICES, LLC

$11M

RUBY PEBBLE FINANCIAL PLANNING LLC

$12M

INVESTIVIST, LLC

$11M

Get the full picture on WA FINANCIAL GROUP INC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track WA FINANCIAL GROUP INC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans