RIA Intel›Advisers›Washington›WHOLE FAMILY FINANCIAL SERVICES, INC.

WHOLE FAMILY FINANCIAL SERVICES, INC.

Advisory

WA

Data as of Mar 28, 2026 · Source: SEC Form ADV

Rank in WA

#453

of 505 advisers by AUM

Average account

$351K

across 188 accounts

AUM per adviser

$66M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 28, 2026.

Total AUM

$66M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$66M

Discretionary AUM$0

Non-Discretionary AUM$66M

Discretionary %0%

Total Clients77

Team

Total Employees1

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.

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Peer Benchmarking

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

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Owners & Officers

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

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Client Demographics

77 clients

49 high-net-worth

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

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

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PAYSSE JENNISON, INC.

$65M

CONVEXITY WEALTH MANAGEMENT, LLC

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