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- Custodian
- Folio Investments ยท Goldman Sachs
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-01-2025
- Office Locations
- 1
Office Locations
About Wafd Wealth, INC
WaFd Wealth Management (DBA of WaFd Wealth Inc.) is a Seattle-based wealth manager providing financial planning and reporting, investment management, and private banking for retail clients, including business owners. The firm takes a planning-based approach, targeting optimized returns within a defined risk framework, and commonly implements portfolios using ETFs alongside mutual funds and fixed income, with client reporting supported via Black Diamond.
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Owner & Executives
ROBERT CAMPBELL
President
- CRD
- #5764094
- Ownership
- Less than 5%
John Francis Chavez
Chief Executive Officer
- CRD
- #2427939
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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Erik Daniel Austin
--
- CRD
- #7959006
Janiece D Collopy
--
- CRD
- #7498635
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $286,929,724 | $492,161 |
| Non-Discretionary | $61,213,512 | $651,208 |
| Total | $348,143,236 | $514,244 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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