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Washington Wealth Management

Washington Wealth Management is a RIA based in Carmel Valley, CA with $1B in AUM and with 37 advisors nationwide.

Advisors (37)

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Name Start Date
David Lynn Allen Nov 2011
Peter Francis Sansevero Jul 2013
Daniel Michael Besse Dec 2011
Kristy Anne Grauer Mar 2013
Michael Lynn Christensen Jul 2014
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*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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  •   Stirrup Partners LLC (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
John Darold Simmons President 04/01/2011
Robert Mason Bartenstein Chief Executive Officer 05/01/2012
Serena Fanny Kokka Chief Compliance Officer 12/01/2012

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
450 Post Road East Westport CT 06880
550 West Jackson, Suite 1300 Chicago IL 60661
3041 W. Horizon Ridge Parkway Henderson NV 89052
3 Pointe Drive Brea CA 92821
3570 Carmel Mountain Road San Diego CA 92130

Firm Compensation Arrangements

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Types of Compensation Arrangements

  • Percentage of Assets
  • Fixed Fees