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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-11-1983
- Office Locations
- 9
Office Locations
About Washington Trust Advisors
Washington Trust Wealth Management (Washington Trust Advisors) delivers holistic wealth management combining collaborative financial planning, customized investment management, fiduciary/legacy strategies, and integrated banking, lending, and cash management. Supports individuals, families, and business owners with needs spanning tax and business planning. Portfolios focus on preservation, growth, risk management, and liquidity, often implemented with ETFs; the team recently added Lighthouse Financial Management’s behavioral personal finance expertise.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
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Owner & Executives
OLALEKAN ADEDUJI
Chief Compliance Officer
- CRD
- #5614532
- Ownership
- Less than 5%
KRISTEN DISANTO
Secretary, Vice President
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 12 owners & executives
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Amy Ahrens
Senior Trust Officer
- CRD
- --
Amy Akins
Trust Officer
- CRD
- --
Showing 2 of 51 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,323,676,991 | $1,358,081 |
| Non-Discretionary | $69,114,371 | $1,016,388 |
| Total | $2,392,791,362 | $1,345,020 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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