{"url":"https://nivawealth.com/firms/washington-avenue-advisors-307002","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/307002","regulatoryAum":336947656,"crd":"307002","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6363373","suffix":null,"lastName":"BEELER","firstName":"AMANDA","middleName":"JEAN"},{"crd":"6955821","suffix":null,"lastName":"Drushel","firstName":"Derek","middleName":null},{"crd":"7249985","suffix":null,"lastName":"Hidlay","firstName":"James","middleName":"Patrick"},{"crd":"5919834","suffix":null,"lastName":"KLEMCZAK","firstName":"BRIAN","middleName":"MICHAEL"},{"crd":"5025764","suffix":null,"lastName":"LEVINSOHN","firstName":"REUBEN","middleName":"DAVID"},{"crd":"4468381","suffix":null,"lastName":"POPE","firstName":"NICHOLAS","middleName":"BRANDON"},{"crd":"4500541","suffix":null,"lastName":"RUSHMAN","firstName":"DAVID","middleName":"MATTHEW"},{"crd":"7925188","suffix":null,"lastName":"Weaver","firstName":"Brandon","middleName":null}],"total":8,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-16","regulatoryAum":160000000,"clients":335,"employees":5,"offices":1},{"filedOn":"2022-05-16","regulatoryAum":187149526,"clients":449,"employees":6,"offices":1},{"filedOn":"2023-03-28","regulatoryAum":191551217,"clients":540,"employees":6,"offices":2},{"filedOn":"2024-05-02","regulatoryAum":224234005,"clients":611,"employees":8,"offices":2},{"filedOn":"2025-04-18","regulatoryAum":286572737,"clients":686,"employees":8,"offices":2},{"filedOn":"2026-05-14","regulatoryAum":336947656,"clients":689,"employees":11,"offices":2}],"secFileNumber":"801-118372","legalName":"Washington 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BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027178","versionId":1027178,"submittedOn":"2026-03-26"}]},"custodians":[{"name":"SEI Investments Distribution Co.","shortName":"SEI Investments Distribution","location":"Oaks, PA","smaAssets":27395697},{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"El Paso, TX","smaAssets":103448261}],"custodyNote":"Washington Avenue Advisors does not have custody of client assets.","leadership":[{"name":"Amanda Beeler","title":"Partner","crd":"6363373"},{"name":"Brian Klemczak","title":"Partner","crd":"5919834"},{"name":"Reuben Levinsohn","title":"Partner","crd":"5025764"},{"name":"Nicholas Pope","title":"Partner","crd":"4468381"},{"name":"Amanda Walsh","title":"CCO","crd":"6709755"}],"ownership":[{"label":"Nicholas Pope","detail":"Partner in the 25% to 50% ownership band and a control person, since February 2016."},{"label":"Reuben Levinsohn","detail":"Partner in the 25% to 50% ownership band and a control person, since February 2016."},{"label":"Amanda Beeler","detail":"Partner in the 10% to 25% ownership band and a control person, since January 2020."},{"label":"Brian Klemczak","detail":"Partner in the 10% to 25% ownership band and a control person, since January 2022."}],"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"Michigan","offices":2,"addresses":[{"street":"1146 South Washington Avenue","city":"Lansing","headquarters":true},{"street":"235 E Main St","city":"Northville"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"844-678-1842","stateRegisteredReps":8,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Educational seminars/workshops","Other"],"financialPlanningClients":"101-250","assetMix":[{"label":"Exchange-traded equity securities","percent":7},{"label":"U.S. government/agency bonds","percent":1},{"label":"U.S. state and local bonds","percent":2},{"label":"Investment grade corporate bonds","percent":2},{"label":"Securities issued by registered investment companies or business development companies","percent":81},{"label":"Cash and cash equivalents","percent":5},{"label":"Other","percent":1,"detail":"Commodities (Bitcoin/Ethereum), \nPrivate Equity"}],"privateFunds":0},"sources":{"adv1FilingDate":"14 May 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/307002/PDF/307002.pdf","brochureDate":"26 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027178","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Washington Avenue Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Washington Avenue Advisors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Washington Avenue Advisors use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Washington Avenue Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Washington Avenue Advisors invest in?","answer":"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), \nPrivate Equity.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Washington Avenue Advisors?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Washington Avenue Advisors get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Washington Avenue Advisors registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Washington Avenue Advisors?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 14 May 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}