Wafd Wealth, Inc

Overview

Wafd Wealth, Inc. is a corporation operating as an independent registered investment adviser. The firm is registered with the SEC (registered in 2025) and positions itself as a capital allocator serving individual and family clients. Its fee model combines a percentage-of-assets approach with fixed-fee arrangements. Core advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting and selection of other advisers, which indicates the firm both manages client portfolios and sources external managers when appropriate. The firm reports relationships with banking or thrift institutions and an insurance company among its industry affiliations. It does not identify as an active ESG investor and is not structured as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives