# Washington Avenue Advisors

> Washington Avenue Advisors is an SEC-registered investment advisory firm in Lansing, MI, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 14, 2026.

- CRD: 307002
- Filed as: WASHINGTON AVENUE ADVISORS
- Legal name: Washington Avenue Advisors, LLC
- Also doing business as: PIONEER WEALTH STRATEGIES, RUSHMAN WEALTH MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Lansing, MI
- Filing period: October 2026
- Form ADV filing dated: May 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/307002
- AdvisorCensus page: https://advisorcensus.com/firm/washington-avenue-advisors-lansing-mi-307002

## Quick answers

**How is Washington Avenue Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Washington Avenue Advisors reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Washington Avenue Advisors located?**
Washington Avenue Advisors' principal office is in Lansing, MI, according to its Form ADV; the June 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Washington Avenue Advisors registered with the SEC or a state?**
Washington Avenue Advisors is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 307002.

**How much does Washington Avenue Advisors manage?**
Washington Avenue Advisors reports $336,947,656 in regulatory assets under management in its Form ADV filing dated May 14, 2026 (94% discretionary).

**How have Washington Avenue Advisors' assets and staff changed since 2021?**
In the Form ADV data for Washington Avenue Advisors: Regulatory assets under management: $160,000,000 in the October 2021 data and $336,947,656 in the October 2026 data, up 111%. Total employees: 5 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Washington Avenue Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (579); high net worth individuals (83); pension and profit sharing plans (but not the plan participants or government pension plans) (19).

**Which custodians does Washington Avenue Advisors use?**
Washington Avenue Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and SEI Investments Distribution Co. as custodians holding 10% or more of its separately managed account assets.

**Does Washington Avenue Advisors report any disciplinary disclosures?**
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.H(1)(c) (regulator's civil action dismissed under a settlement). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/307002

**What changed in Washington Avenue Advisors' recent Form ADV filings?**
In the April 2026 filing data: Added the business name Pioneer Wealth Strategies. Employees performing advisory functions went from 7 to 9. Regulatory assets under management went from $286,572,737 to $336,947,656 (+18%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- SEI Investments Distribution Co.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $336,947,656
- Discretionary: $318,058,277
- Non-discretionary: $18,889,379

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 579 | $144,106,590 |
| High net worth individuals | 83 | $157,352,120 |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 19 | $22,946,833 |
| Charitable organizations | 4 | $9,173,595 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 |
| Corporations or other businesses not listed above | 4 | $3,368,518 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2020 (6 years)
- Employees: 11 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, FL, IL, IN, KY, MI, NC, NE, NH, NM, OH, SC, TX
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.H(1)(c): Has a domestic or foreign court ever dismissed, under a settlement agreement, an investment-related civil action brought against the firm or an advisory affiliate by a state or foreign financial regulator?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/307002

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- Northville, MI

### Websites listed on Form ADV (Item 1.I)
- rushmanwealthmanagement.com
- waadvisors.com
- Facebook @waadvisors
- Instagram @washavenueadvisors
- LinkedIn @washington-avenue-advisors
- X @waadvisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $160,000,000 | 5 | March 16, 2021 |
| October 2022 | $187,149,526 | 6 | May 16, 2022 |
| October 2023 | $191,551,217 | 6 | March 28, 2023 |
| October 2024 | $224,234,005 | 9 | September 13, 2024 |
| October 2025 | $286,572,737 | 8 | April 18, 2025 |
| October 2026 | $336,947,656 | 11 | May 14, 2026 |

Regulatory assets under management: $160,000,000 in the October 2021 data and $336,947,656 in the October 2026 data, up 111%.
Total employees: 5 in October 2021 and 11 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Added the business name Pioneer Wealth Strategies.
- Employees performing advisory functions went from 7 to 9.
- Regulatory assets under management went from $286,572,737 to $336,947,656 (+18%).

### January 2026
- No longer registered or notice-filed in ID, KS.

### December 2025
- Registered or notice-filed in NM, SC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Washington Avenue Advisors (CRD 307002): Form ADV filing data as of October 2026.