Washington · 3 advisers
Financial Advisors in Wenatchee, Washington
Looking for a financial advisor in Wenatchee, Washington? Falists indexes 3 SEC-registered and state-registered investment advisers in Wenatchee — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 3 firms list a website you can visit directly. Firms in this directory manage up to $228.1M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
3
Largest AUM
$228.1M
Financial planning
3
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Wenatchee
Ranked by AUM · Fees, team & specialties at a glance
CASCADE WEALTH ADVISORS, INC
Wenatchee, WA
AUM
$228.1M
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
509-886-8866
TELOS WEALTH
Wenatchee, WA
AUM
$75.4M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
509-664-8844
EQUILUS GROUP INC
Wenatchee, WA
AUM
$25.7M
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
888-860-0658
More cities in Washington
Common questions
- How many financial advisors are in Wenatchee, Washington?
- 3 registered investment advisers are listed in our Wenatchee directory, sourced from public SEC filings.
- What types of advisors are in Wenatchee?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Wenatchee?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.