WAFD WEALTH, INC

Overview

Wafd Wealth, Inc. is an independent registered investment adviser that focuses on serving individual and family clients through a mix of financial planning and discretionary portfolio management. The firm operates as a capital allocator and offers both percentage-of-AUM and fixed-fee engagement models. Its advisory services include financial planning, portfolio management for individuals and small businesses, management for businesses or institutions, pension consulting, and the selection of third‑party advisers. Investment positioning is equity‑oriented—exchange‑traded equities are the dominant vehicle in client portfolios—while the firm also uses mutual funds to complement equity exposures. Wafd Wealth, Inc. does not present itself as an active ESG investor and reports a limited geographic footprint for advisory registration. The firm maintains industry ties to banking and insurance institutions, and it is structured under domestic ownership.

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Public Holdings

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Location & Offices