# WAFD WEALTH, INC

WAFD WEALTH, INC of SEATTLE, WA is an SEC-registered investment adviser.

## Registration

- CRD: 337346
- Type: SEC-registered investment adviser
- SEC file number: 801-134074
- Location: 1215 FOURTH AVENUE, SUITE 2200, SEATTLE, WA, 98161
- Phone: 206-467-2800
- Latest filing: 2026-01-29
- Regulatory AUM: $348.1M
- Discretionary AUM: $286.9M
- Non-discretionary AUM: $61.2M
- Clients: 14
- Accounts: 677

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (6)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/337346/brochure
- Similar advisers: https://search.stillhousedata.com/firm/337346/similar
- Related entities: https://search.stillhousedata.com/firm/337346/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/337346

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.