$16.0M Total AUM
$16.0M Disc. AUM
-- 3Y CAGR
2 Employees
7 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fiduciary Trust
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-02-2025
- Office Locations
- 1
Office Locations
117 E. Rose St. Walla Walla WA
About Walla Walla Wealth Advisors
Walla Walla Wealth Advisors is a Walla Walla-based RIA. The firm has been operating for 1 years. Managing $16.0M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Fiduciary Trust.
Team overview
-- AVG AGE
$8.0M AVG AUM / ADVISOR
$2.3M AVG AUM / CLIENT
1.1 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
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Services
Available
Technology
Available
Owner & Executives
A
Andrew Block
Managing Partner, WEALTH ADVISOR
- CRD
- #8048113
- Ownership
- 50% but less than 75%
Available
Available
Available
B
BRIAN KENNETH BRUGGEMAN
Chief Compliance Officer, Managing Partner, WEALTH ADVISOR
- CRD
- #5218348
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,998,498 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,998,498 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available Municipal Bonds:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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