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Washington Wealth Management

Washington Wealth Management is a RIA based in Carmel Valley, CA with $1B in AUM and with 42 advisors nationwide.

Advisors (42)

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Name Start Date
Clarence Jordan Ball Jun 2013
Amy Virginia Stribakos Aug 2014
Krista Fredrickson Murray Mar 2013
Matthew Todd Griffith Mar 2014
Julie-Anne Lewis Dec 2010
View All
*Unless otherwise noted, an advisor's inclusion in the above list is based on that advisor's registration as per their SEC registration filing. Please note that the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an advisor listed above may no longer be employed by that firm. Please contact the firm directly to determine the employment status of the advisors listed above.

Firm Assets Under Management

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$1.0B
Total Assets
3K
Accounts
$333.5K
Estimated Average Account Balance
*The AUM displayed is firm level data as reported on the SEC ADV filings and may not reflect all of a firm's assets.
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.

Ownership

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  •   National Financial Partners Corp. (75% or more)
  •   Executives with less than 5% share each

*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.

Executives and Control Persons

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Name Title Tenure Date
Brett Ronald Schneider Director 01/01/2009
Lori Michell Lieser Vice President 03/01/2014
John Darold Simmons President 04/01/2011
Robert Mason Bartenstein Chief Executive Officer 05/01/2012
Michael Ross Pedlow Chief Compliance Officer 08/01/2014

Affiliated Investment Advisors and Broker Dealers

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No firm affiliates listed.

Principal Office & Place of Business

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Principal Office

Address:
3570 Carmel Mountain Road
San Diego , CA 92130
Phone Number: 800-214-8341
Other Offices Address City State Zip
1805 West Avenue K Lancaster CA 93534
450 Post Road East Westport CT 06880
6340 S. 3000 East Salt Lake City UT 84121
5700 Canoga Avenue Woodland Hills CA 91367
3 Pointe Drive Brea CA 92821
4 North Madison Street Middleburg VA 20118
30 Old Kings Hwy South Darien CT 06820
3570 Carmel Mountain Road San Diego CA 92130
3570 Carmel Mountain Roadste 150 San Diego CA 92130

Firm Compensation Arrangements

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Types of Compensation Arrangements

  • Percentage of Assets
  • Fixed Fees