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Chief Investment Officer · Wafd Wealth, Inc

Michael J. Thompson

CRD 5971127 · Named on Form ADV at one SEC-registered adviser

At a glance

Wafd Wealth, Inc, an SEC-registered wealth manager based in Seattle, WA with $348 million in regulatory assets, lists Michael J. Thompson on its Form ADV as Chief Investment Officer.

Firms and roles

  • Wafd Wealth, IncChief Investment OfficerWealth manager · Seattle, WA · $348M in regulatory assets

AtlasMembers

Michael’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Michael’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.