Wealth manager, independent · Lansing, MI
Washington Avenue Advisors
Washington Avenue Advisors, LLC · SEC-registered investment adviser · CRD 307002 · SEC 801-118372
At a glance
Washington Avenue Advisors is an SEC-registered investment adviser based in Lansing, Michigan, with $337 million in regulatory assets under management as of its Form ADV filed May 14, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 662 individual clients. By Form ADV it is a wealth manager, ranked 4,024th of 8,915 wealth managers and 9,594th of 17,210 SEC-registered advisers by assets.
Main office 844-678-1842waadvisors.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $337M
- Rank among wealth managers
- #4,024 of 8,915
- Rank among all SEC RIAs
- #9,594 of 17,210
- Rank in Michigan
- #155 of 305
- Individual clients
- 662
- High-net-worth clients
- 83
- Accounts
- 1,432
- Discretionary
- 94% of AUM
- Employees
- 11
- Advisory staff
- 9
- Offices
- 2
Owners and executives on its Form ADV
- Nicholas B. PopePartner
- Reuben D. LevinsohnPartner
- Amanda J. BeelerPartner
- Brian M. KlemczakPartner
- Amanda R. WalshCCO
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 83 | $157M | 47% |
| Individuals | 579 | $144M | 43% |
| Pension and profit sharing plans | 19 | $23M | 7% |
| Charitable organizations | 4 | $9M | 3% |
| Corporations or other businesses | 4 | $3M | <1% |
Disciplinary disclosures
Washington Avenue Advisors answers yes to 1 disclosure item in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Educational seminars and workshops
- Other services
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗waadvisors.com ↗
AtlasMembers
The full record on Washington Avenue Advisors
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 5 years of filings
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- Growth over one, three and five years
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- Rank against 6,404 peers of its type and size
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- Owners and executives, with titles and stakes
- 5 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Washington Avenue Advisors manage?
Washington Avenue Advisors reports $337 million in regulatory assets under management across 1,432 accounts, 94% of it on a discretionary basis, on its Form ADV filed May 14, 2026.
What kind of firm is Washington Avenue Advisors?
Washington Avenue Advisors is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Washington Avenue Advisors’s clients?
By assets, its largest client types are high-net-worth individuals ($157 million, 83 clients); individuals ($144 million, 579 clients); pension and profit sharing plans ($23 million, 19 clients).
Does Washington Avenue Advisors have any disciplinary history?
Washington Avenue Advisors answers yes to 1 disclosure item in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Washington Avenue Advisors’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-05-14), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →