WALLA WALLA WEALTH ADVISORS

WALLA WALLA WEALTH ADVISORS of WALLA WALLA, WA is an SEC-registered investment adviser (CRD 335162). Regulatory assets under management: $16.0M.

Registration

• CRD: 335162
• Type: Registered investment adviser
• Location: 117 E. ROSE ST., WALLA WALLA, WA, 99362
• Phone: 509-525-6307
• Latest filing: 2026-07-24
• Regulatory AUM: $16.0M
• Discretionary AUM: $16.0M
• Clients: 2
• Accounts: 27

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 335162 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search