Erik Daniel Austin

Financial advisor at Wafd Wealth, Inc · Seattle, WA

Last updated 2026-10-10

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Erik Daniel Austin is a financial advisor at Wafd Wealth, Inc in Seattle, WA, CRD 7959006. Licenses and exams on the registration: Series 65. IAPD registration began 2026-06-25.

Registration

CRD number
7959006
Registration status
Active
IAPD registration
2026-06-25
Industry Experience
0 years
Work Experience
10 years
States registered
WA

Licenses and exams

  • Series 65

Work history

  • 2017-08 to 2021-05 · Seattle Preparatory School · Seattle, WA
  • 2021-08 to 2026-05 · Gonzaga University · Seattle, WA
  • 2020-06 to 2023-01 · Pagliacci Pizza · Seattle, WA
  • 2023-05 to 2025-09 · Symetra · Seattle, WA
  • 2024-07 to 2024-08 · RBC Wealth Management · Seattle, WA
  • 2026-06 to Present · Wafd Wealth, Inc · Seattle, WA
  • 2016-06 to 2017-08 · Unemployed · Seattle, WA

Current employment

SEC IAPD record for Erik Daniel Austin

Wafd Wealth, Inc

Regulatory AUM
$348,143,236
Registered advisors
11
Offices
1
Clients per advisor
24.9 (Low)
Average AUM per client
$1.3M (Low)
High-net-worth client ratio
63.5% (High)

Wafd Wealth, Inc: advisors, services and reported ETF investments

About

Erik Daniel Austin is a financial advisor at Wafd Wealth, Inc in Seattle, WA. Reported securities licenses include Series 65. The latest record indicates less than 1 year of industry experience and 10 years of reported work history. Reported roles include Gonzaga University, Symetra, RBC Wealth Management, Pagliacci Pizza, among others.

Wafd Wealth, Inc's firm-level Form ADV reports 11 advisors across 1 offices; approximately 24.9 clients per advisor, average assets per client of $1,270,596, and regulatory AUM of $348.1M; client categories including Individuals (non-HNW), High net worth individuals; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.

What this firm offers

Filed by Wafd Wealth, Inc on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers

Fee options

  • Percentage of Assets Under Management
  • Fixed Fees (Other Than Subscription)

Business and affiliations

  • Banking or Thrift Institution
  • Insurance Company or Agency

Location

1215 Fourth Avenue, Seattle, WA 98161

11 advisors at this office.

Wafd Wealth office in Seattle, WA

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

Are you Erik Daniel Austin?

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