4 financial advisors & firms and 0 insurance agents verified near Wenatchee, WA — every one cited to the regulator, claimable and removable by the person named.
RIA firm · Wenatchee, WA 98801 · Registered investment adviser · $228M AUM
CRD 158470 · verify at the regulator
RIA firm · Wenatchee, WA 98801 · Registered investment adviser · $26M AUM
CRD 300142 · verify at the regulator
RIA firm · Wenatchee, WA 98801 · Registered investment adviser · $75M AUM
CRD 327439 · verify at the regulator
RIA firm · Cashmere, WA 98815 · Registered investment adviser · $70M AUM
CRD 159312 · verify at the regulator
Verified advisors and insurance agents in the places closest to Wenatchee, WA.
A consent-first directory, growing market by market. Firm-level investment-adviser facts come from the SEC's public-domain Form ADV data, attributed and dated; every other profession is listed only by the professional's own consented claim, verified against the authoritative regulator at claim time. We never bulk-copy or republish restricted records (NIPR, FINRA BrokerCheck, CFP Board, NASBA, or state bars), and we honor removal on request. This is a directory, not advice, endorsement, or a guarantee of any professional's current standing — always confirm licensure directly with the regulator.