Investment adviser · CRD 155978

WASHINGTON WEALTH ADVISORS, LLC

Investment adviser filing (IA)

FALLS CHURCH, VA, United States · Form ADV filed Nov 9, 2022

Regulatory AUM
$249M
Form ADV · Item 5.F
Client accounts
1,457
Accounts, not individual clients
Employees
8
Reported in this filing
Advisory professionals
4
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals97$135,653,07554.5%
Individuals167$113,097,48745.5%
Filing source

Form ADV 1686103 · Nov 9, 2022 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Nov 9, 2022. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

300 NORTH WASHINGTON STREET, SUITE 101
FALLS CHURCH, VA, 22046, United States

CRD 155978

Filing source

Form ADV 1686103 · Nov 9, 2022 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.