Washington Wealth Management is a hybrid registered investment advisor (RIA) firm based in California. Washington Wealth Management’s elite team of 24 advisors has nearly $1 billion of assets under advisement, and its full service model removes economic and infrastructure barriers for wire house advisors seeking to transition to the independent sector. Washington Wealth Management uses the Erado solution to comply with the oversight requirements of the Securities and Exchange Commission (SEC). When the SEC recommended Washington Wealth Management retain ownership of its records, Chief Compliance Officer Serena Kokka knew that its unique set of needs could be a challenge for any archiving source to deliver. Identifying the Right Solution Kokka and her team initially chose Erado for

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