Washington Avenue Advisors, Llc
- Regulatory AUM
- $337M
- Discretionary
- $318M
- Clients
- 689
- Avg AUM / client
- $489K
- Accounts
- 1,432
- Employees
- 11
AUM over time
Annual snapshots from Form ADV filings · as of May 14, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 579 | $144M | 42.8% |
| High net worth individuals | 83 | $157M | 46.7% |
| Banking or thrift institutions | 0 | $0 | — |
| Pension and profit sharing plans | 19 | $22.9M | 6.81% |
| Charitable organizations | 4 | $9.2M | 2.72% |
| State or municipal government entities | 0 | $0 | — |
| Other investment advisers | 0 | $0 | — |
| Insurance companies | 0 | $0 | — |
| Sovereign wealth funds and foreign official institutions | 0 | $0 | — |
| Corporations and other businesses | 4 | $3.4M | 1.0% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Nicholas Brandon Pope | Partner | CFP | Feb 2016 (11y) | 25% – 50% |
| Reuben David Levinsohn | Partner | Feb 2016 (11y) | 25% – 50% | |
| Amanda Jean Beeler | Partner | CFP | Jan 2020 (7y) | 5% – 10% |
| Brian Michael Klemczak | Partner | CFP | Mar 2021 (5y) | 5% – 10% |
| Walsh, Amanda, Ruth | Cco | Mar 2024 (2y) | Less than 5% | |
| David Matthew Rushman | Registered representative | May 2024 (2y) | ||
| Brandon Weaver | Registered representative | CFP | Jun 2024 (2y) | |
| James Patrick Hidlay | Registered representative | Jan 2025 (2y) | ||
| Derek Drushel | Registered representative | Jan 2026 (1y) |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/14/2026 | 1.16 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $103M (31% of AUM) May 2026
- Sei Investments Distribution Co. $27.4M (8% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 14, 2026.
View current Form ADV (SEC/IAPD) ↗