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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

WASHINGTON AVENUE ADVISORS

WASHINGTON AVENUE ADVISORS, LLC, CRD 307002

LANSING, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f9adf56f-b476-cfbb-bf55-d4df67550175

Data as of May 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:11 AM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 3
On other graphs: 0
Observed: Mar 4, 2020 to May 14, 2026
22 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.89 fund_share=0.0 institutional_share=0.1 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $337MItem 5.F on the latest filing (2026-05-14); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $318M
Private client RAUM: $301MderivedItem 5.D individuals plus high net worth individuals
Private client share: 89%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 8
RAUM per advisor: $42.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 11
Advisory employees: 9
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 1,432
Individual clients: 579
High net worth clients: 83
SEC number: 801-118372
CRD: 307002
Filings on the tape: 22
First filed: Mar 4, 2020
Latest filed: May 14, 2026
Organised: Limited Liability Company, MI

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
AMANDA JEAN BEELER	Certified Financial Planner	LANSING, MI	6	12	1	no
NICHOLAS BRANDON POPE	Certified Financial Planner	LANSING, MI	6	24	2	no
REUBEN DAVID LEVINSOHN	n/a	LANSING, MI	6	20	2	no
BRIAN MICHAEL KLEMCZAK	Certified Financial Planner	LANSING, MI	5	13	1	no
DAVID MATTHEW RUSHMAN	n/a	LANSING, MI	2	24	1	no
Brandon Weaver	Certified Financial Planner	LANSING, MI	2	9	n/a	no
James Patrick Hidlay	n/a	LANSING, MI	1	24	1	no
Derek Drushel	n/a	LANSING, MI	0	21	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BEELER, AMANDA, JEAN	Partner	A	yes	01/2020	Mar 4, 2020	Sep 13, 2024
KLEMCZAK, BRIAN, MICHAEL	Partner	A	yes	01/2022	Mar 28, 2023	Sep 13, 2024
LEVINSOHN, REUBEN, DAVID	Partner	C	yes	02/2016	Mar 4, 2020	Sep 13, 2024
POPE, NICHOLAS, BRANDON	Partner	C	yes	02/2016	Mar 4, 2020	Sep 13, 2024
WALSH, AMANDA, RUTH	Cco	Na	no	03/2024	Mar 15, 2024	Sep 13, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
WASHINGTON AVENUE VENTURES, LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Northville	Mi	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 26, 2026	$337M	$318M	10	9	1	n/a	n/a
2024	Apr 18, 2025	$287M	$267M	8	7	1	n/a	n/a
2023	Mar 15, 2024	$224M	$217M	6	4	1	n/a	n/a
2022	Mar 28, 2023	$192M	$69.2M	6	4	1	n/a	n/a
2021	Mar 31, 2022	$187M	$33.4M	6	4	0	n/a	n/a
2020	Mar 15, 2021	$160M	$10.0M	5	2	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	4	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$337M	$287M	17.6%	$192M	20.7%	11	8	1	1

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
PRINCIPAL SECURITIES, INC.	4	Apr 27, 2020	Mar 16, 2021	LANSING, MI	Team lift out	Ibd to RIA	0.4%

Relationships

Registered with (9)

← Derek DrushelAdvisorregistration: current employment
Jan 22, 2026 to presentfactForm ADV
← James Patrick HidlayAdvisorregistration: current employment
Jan 3, 2025 to presentfactForm ADV
← Brandon WeaverAdvisorregistration: current employment
Jun 4, 2024 to presentfactForm ADV
← DAVID MATTHEW RUSHMANAdvisorregistration: current employment
May 2, 2024 to presentfactForm ADV
← BRIAN MICHAEL KLEMCZAKAdvisorregistration: current employment
Mar 16, 2021 to presentfactForm ADV
← NICHOLAS BRANDON POPEAdvisorregistration: current employment
Apr 20, 2020 to presentfactForm ADV
← REUBEN DAVID LEVINSOHNAdvisorregistration: current employment
Apr 20, 2020 to presentfactForm ADV
← AMANDA JEAN BEELERAdvisorregistration: current employment
Apr 18, 2020 to presentfactForm ADV
← Benjamin Duane BontragerAdvisorregistration: previous registration
Sep 26, 2024 to Apr 18, 2025factForm ADV

Controls (4)

← POPE, NICHOLAS, BRANDONOwnerPARTNER, ownership code C, individual
Mar 4, 2020 to Sep 13, 2024factForm ADV
← LEVINSOHN, REUBEN, DAVIDOwnerPARTNER, ownership code C, individual
Mar 4, 2020 to Sep 13, 2024factForm ADV
← KLEMCZAK, BRIAN, MICHAELOwnerPARTNER, ownership code A, individual
Mar 28, 2023 to Sep 13, 2024factForm ADV
← BEELER, AMANDA, JEANOwnerPARTNER, ownership code A, individual
Mar 4, 2020 to Sep 13, 2024factForm ADV

Owns (1)

← WALSH, AMANDA, RUTHOwnerCCO, ownership code NA, individual
Mar 15, 2024 to Sep 13, 2024factForm ADV

Moved with (1)

← PRINCIPAL SECURITIES, INC.Registered adviser4 advisors, team lift out
Apr 27, 2020 to Mar 16, 2021factForm ADV

Dated events

Occurred
Apr 18, 2025
Advisor changed firm
Benjamin Duane Bontrager left Washington Avenue Advisors for Edward Jones (registered 2026-01-22)
Form ADVobserved 4 days ago
Occurred
Mar 28, 2023
Control person joined
Michael Brian Klemczak (Partner) appeared on Schedule A of Washington Avenue Advisors
Form ADVobserved 4 days ago
Occurred
Mar 4, 2020
First Form ADV filing
Washington Avenue Advisors filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f9adf56f-b476-cfbb-bf55-d4df67550175
First observed: Mar 4, 2020
Last observed: May 14, 2026 4 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

WASHINGTON AVENUE ADVISORS

WASHINGTON AVENUE ADVISORS, LLC, CRD 307002

LANSING, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f9adf56f-b476-cfbb-bf55-d4df67550175

Data as of May 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:11 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

AMANDA JEAN BEELER

Certified Financial Planner

LANSING, MI

NICHOLAS BRANDON POPE

Certified Financial Planner

LANSING, MI

REUBEN DAVID LEVINSOHN

n/a

LANSING, MI

BRIAN MICHAEL KLEMCZAK

Certified Financial Planner

LANSING, MI

DAVID MATTHEW RUSHMAN

n/a

LANSING, MI

Brandon Weaver

Certified Financial Planner

LANSING, MI

n/a

James Patrick Hidlay

n/a

LANSING, MI

Derek Drushel

n/a

LANSING, MI

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BEELER, AMANDA, JEAN

Partner

yes

01/2020

Mar 4, 2020

Sep 13, 2024

KLEMCZAK, BRIAN, MICHAEL

Partner

yes

01/2022

Mar 28, 2023

Sep 13, 2024

LEVINSOHN, REUBEN, DAVID

Partner

yes

02/2016

Mar 4, 2020

Sep 13, 2024

POPE, NICHOLAS, BRANDON

Partner

yes

02/2016

Mar 4, 2020

Sep 13, 2024

WALSH, AMANDA, RUTH

Cco

03/2024

Mar 15, 2024

Sep 13, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

WASHINGTON AVENUE VENTURES, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Northville

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 26, 2026

$337M

$318M

n/a

2024

Apr 18, 2025

$287M

$267M

n/a

2023

Mar 15, 2024

$224M

$217M

n/a

2022

Mar 28, 2023

$192M

$69.2M

n/a

2021

Mar 31, 2022

$187M

$33.4M

n/a

2020

Mar 15, 2021

$160M

$10.0M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$337M

$287M

17.6%

$192M

20.7%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

PRINCIPAL SECURITIES, INC.

Apr 27, 2020

Mar 16, 2021

LANSING, MI

Team lift out

Ibd to RIA

0.4%