Washington Avenue Advisors provides financial planning, portfolio management for individuals and small businesses, and educational seminars. Financial planning was provided to 101–250 clients last fiscal year.
Washington Avenue Advisors reports 689 clients. They include 579 individual clients, 83 high-net-worth individuals, and 19 pension and profit-sharing plans. Of its assets, 94.4% ($318M across 1,398 accounts) are managed with discretion; $18.9M across 34 accounts are not. It advised 20 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 84% | 43% |
| High-net-worth individuals | 12% | 47% |
| Banking or thrift institutions | 0% | 0% |
| Pension and profit-sharing plans | 3% | 7% |
| Charitable organizations | <1% | 3% |
| Other client typesState or municipal government entities; Other investment advisers; Insurance companies; Sovereign wealth funds and foreign official institutions; Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 579 | $144M | 42.8% | $249K |
| High-net-worth individuals | 83 | $157M | 46.7% | $1.9M |
| Banking or thrift institutions | Fewer than 5 | $0 | 0.0% | — |
| Pension and profit-sharing plans | 19 | $22.9M | 6.8% | $1.21M |
| Charitable organizations | Fewer than 5 | $9.17M | 2.7% | $2.29M |
| State or municipal government entities | Fewer than 5 | $0 | 0.0% | — |
| Other investment advisers | Fewer than 5 | $0 | 0.0% | — |
| Insurance companies | Fewer than 5 | $0 | 0.0% | — |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 | 0.0% | — |
| Corporations and other businesses | Fewer than 5 | $3.37M | 1.0% | $842K |
| Total | 689 | $337M | 100% | — |
- Clients
- 579
- Regulatory AUM
- $144M
- AUM share
- 42.8%
- Avg. per client
- $249K
- Clients
- 83
- Regulatory AUM
- $157M
- AUM share
- 46.7%
- Avg. per client
- $1.9M
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- 19
- Regulatory AUM
- $22.9M
- AUM share
- 6.8%
- Avg. per client
- $1.21M
- Clients
- Fewer than 5
- Regulatory AUM
- $9.17M
- AUM share
- 2.7%
- Avg. per client
- $2.29M
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $3.37M
- AUM share
- 1.0%
- Avg. per client
- $842K
Total
- Clients
- 689
- Regulatory AUM
- $337M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 20
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Washington Avenue Advisors is paid through a percentage of assets under management and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Services
- Financial planning is a flat fee that varies with the client's needs and the complexity of the plan, billed as incurred.
Nicholas Pope owns 25% to 50% of Washington Avenue Advisors. It has 11 employees, 9 of them in advisory roles.
Leadership
- Amanda BeelerPartner
- Brian KlemczakPartner
- Reuben LevinsohnPartner
- Nicholas PopePartner
- Amanda WalshCCO
Investment adviser representatives
8 representatives listed in the SEC register as of 9 October 2026.
- Amanda Jean Beeler
- Derek Drushel
- James Patrick Hidlay
- Brian Michael Klemczak
- Reuben David Levinsohn
- Nicholas Brandon Pope
- David Matthew Rushman
- Brandon Weaver
Staff
- 11 employees
- 9 in advisory functions
- 8 state-registered reps
- 5 insurance agents
- Owns 25% to 50% of Washington Avenue Advisors, LLC
Nicholas Pope
Control person · since February 2016
- Owns 25% to 50% of Washington Avenue Advisors, LLC
Reuben Levinsohn
Control person · since February 2016
- Owns 10% to 25% of Washington Avenue Advisors, LLC
Amanda Beeler
Control person · since January 2020
- Owns 10% to 25% of Washington Avenue Advisors, LLC
Brian Klemczak
Control person · since January 2022
Washington Avenue Advisors’ regulatory assets grew 2.1× from $160M (March 2021) to $337M (May 2026); clients rose from 335 to 689 and employees from 5 to 11.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| May 2026 | $337M | 689 | 11 | 2 |
| April 2025 | $287M | 686 | 8 | 2 |
| May 2024 | $224M | 611 | 8 | 2 |
| March 2023 | $192M | 540 | 6 | 2 |
| May 2022 | $187M | 449 | 6 | 1 |
| March 2021 | $160M | 335 | 5 | 1 |
Besides its headquarters, Washington Avenue Advisors has 1 office, with 2 listed addresses in Michigan.
Michigan · 2 listed addresses
- 1146 South Washington Avenue, LansingHQ
- 235 E Main St, Northville
Other business names
Washington Avenue Advisors has reported 2 other business names to the SEC.
- Pioneer Wealth Strategies
- Rushman Wealth Management
Contact and registration details
- Legal name
- Washington Avenue Advisors, LLC
- Headquarters
- 1146 South Washington Avenue, Lansing, MI 48910
- Website
- waadvisors.com
- Phone
- 844-678-1842
- @washington-avenue-advisors
- SEC file
- 801-118372
- Structure
- Michigan LLC
- Fiscal year end
- December
Washington Avenue Advisors uses Charles Schwab ($103M, 79%) and SEI Investments Distribution ($27.4M, 21%) as custodians for its separately managed accounts. Washington Avenue Advisors does not have custody of client assets.
- SEI Investments DistributionSEI Investments Distribution Co. · Oaks, PA · $27.4M21%
- Charles SchwabCharles Schwab & Co., Inc. · El Paso, TX · $103M79%
At year end, Washington Avenue Advisors’ separately managed accounts were mostly in funds (81%).
What the accounts hold
- Stocks7%
- Funds81%
- Bonds5%
- State and local bonds2%
- Investment grade corporate bonds2%
- U.S. government and agency bonds1%
- Cash5%
- Other1%
- Commodities (bitcoin/ethereum), private equity1%
Filed values cover 99%. The neutral 1% gap has no reported category.
How many clients does Washington Avenue Advisors have?
Washington Avenue Advisors has 689 clients and manages $337 million for them, as of May 2026. They include 579 individual clients, 83 high-net-worth individuals, and 19 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 14 May 2026
What services does Washington Avenue Advisors offer?
Washington Avenue Advisors provides financial planning, portfolio management for individuals and small businesses, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Washington Avenue Advisors use?
Washington Avenue Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (El Paso, TX), with $103M and SEI Investments Distribution Co. (Oaks, PA), with $27.4M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 14 May 2026
How many financial advisors does Washington Avenue Advisors have?
Washington Avenue Advisors has 8 investment adviser representatives registered with state securities authorities, out of 11 employees, and 9 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 5 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Washington Avenue Advisors invest in?
At the end of its last fiscal year, Washington Avenue Advisors’ separately managed accounts held 81% registered funds (mutual funds, ETFs, BDCs), 7% exchange-traded equities, 5% cash and equivalents, 2% state and local bonds, 2% investment grade corporate bonds, 1% U.S. government and agency bonds and 1% other. The 1% other category is described as: Commodities (Bitcoin/Ethereum), Private Equity.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Washington Avenue Advisors?
Washington Avenue Advisors’ direct owners are Nicholas Pope, Reuben Levinsohn, Amanda Beeler and Brian Klemczak, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 14 May 2026
How does Washington Avenue Advisors get paid?
Washington Avenue Advisors is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Washington Avenue Advisors registered with the SEC?
Yes, Washington Avenue Advisors has been registered with the SEC as an investment adviser since 17 April 2020. Its CRD number is 307002 and its SEC file number is 801-118372.
Source: Form ADV Part 1A, Item 1, filed 14 May 2026; IAPD firm record
How do I contact Washington Avenue Advisors?
Washington Avenue Advisors’ main office is at 1146 South Washington Avenue, Lansing, MI 48910. Its phone number is 844-678-1842. Its website is waadvisors.com.