Founded in 2010, Washington Wealth Management was established to offer a full-service, independent platform for financial advisors seeking to leave larger "wirehouse" brokerage firms. The company provided operational, compliance, and technological support, allowing advisors to run their own practices while leveraging a shared infrastructure. In 2014, the firm was acquired by LPL Financial. Subsequently, the original founding management team of Washington Wealth Management launched a new, separate firm named Steward Partners Global Advisory, which continues a similar mission.

Founded in

United States