WALLA WALLA WEALTH ADVISORS
Firm details
- Headquarters
- WALLA WALLA, Washington
- CRD number
- 335162
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI92%
- Individuals8%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Walla Walla Wealth Advisors is an independently owned limited liability company that provides fee-based wealth management to individuals and families. The firm charges a percentage of assets under management and focuses on financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting. It does not position itself as a capital allocator and is not identified as an active ESG investor. The firm lists an industry affiliation with an accountant.
Assets & Accounts
Public Holdings
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds59%
- Cash & Cash Equivalents24%
- Exchange Traded Equities12%
- State & Local Bonds3%
- US Government Bonds1%
Contacts
2 of 2Andrew Block
Managing PartnerCRD 8048113
BRIAN BRUGGEMAN
PartnerCRD 5218348
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WALLA WALLA, WA
WALLA WALLA
Location
WALLA WALLA, WA
Headquartered in WALLA WALLA, WA, anchoring the Kennewick-Richland-Walla Walla, WA metro in the West.
- Metro area
- Kennewick-Richland-Walla Walla, WA
- Region
- West
- County
- WALLA WALLA
- Address
- 117 E Rose St
- Time zone
- PT (UTC-8)
- Office locations
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