WAFD WEALTH, INC of SEATTLE, WA is an SEC-registered investment adviser (CRD 337346). Regulatory assets under management: $348.1M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Robert Campbell | PRESIDENT | Coral Gables, FL |
| John F Chavez | CHIEF EXECUTIVE OFFICER | — |
| Yana Erika Soriano | CHIEF COMPLIANCE OFFICER | — |
| Michael Joseph Thompson | CHIEF INVESTMENT OFFICER | — |
| Justin Michael Monroe | CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL | — |
| Brent Joseph Beardall | PRESIDENT | — |