# Walla Walla Wealth Advisors

> Walla Walla Wealth Advisors is a state-registered investment advisory firm in Walla Walla, WA, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 24, 2026.

- CRD: 335162
- Filed as: WALLA WALLA WEALTH ADVISORS
- Legal name: Walla Walla Wealth Advisors, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Walla Walla, WA
- Filing period: October 2026
- Form ADV filing dated: July 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/335162
- AdvisorCensus page: https://advisorcensus.com/firm/walla-walla-wealth-advisors-walla-walla-wa-335162

## Quick answers

**How is Walla Walla Wealth Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Walla Walla Wealth Advisors reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Walla Walla Wealth Advisors located?**
Walla Walla Wealth Advisors' principal office is in Walla Walla, WA, according to its Form ADV.

**Is Walla Walla Wealth Advisors registered with the SEC or a state?**
Walla Walla Wealth Advisors is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 335162.

**How much does Walla Walla Wealth Advisors manage?**
Walla Walla Wealth Advisors reports $15,998,498 in regulatory assets under management in its Form ADV filing dated July 24, 2026 (100% discretionary).

**What types of clients does Walla Walla Wealth Advisors serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (5); individuals (other than high net worth individuals) (2).

**Does Walla Walla Wealth Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/335162

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $15,998,498
- Discretionary: $15,998,498
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2 | $1,279,275 |
| High net worth individuals | 5 | $14,719,223 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2025 (1 year)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wealthadvisorsww.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Walla Walla Wealth Advisors (CRD 335162): Form ADV filing data as of October 2026.