AdvisorRanked
95
Clean

WASHINGTON GROWTH STRATEGIES LLC

1200 G STREET NW, WASHINGTON, DC 20005
Fiduciaryfee-onlySEC Registered
2027400217 twitter.com/WGStrategies CRD #171774
$247M
Assets Managed
1
Clients
1
Employees
12
Years Active
since 2014

Compensation Model

% of Assets (AUM)
Hourly Fees
Fixed / Flat Fees
Commissions
Performance Fees

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46062. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.

Conflict of Interest Analysis

Broker-Dealer Affiliated: No

No broker-dealer affiliation. Lower risk of commission-driven advice.

Insurance Licensed: No

Not insurance licensed. Cannot sell you annuity or insurance products directly.

Custody of Client Assets: Yes

This firm has direct custody of client assets, rather than using an independent custodian. This is a higher-risk arrangement that requires additional regulatory safeguards.

Proprietary Products: No

Uses only third-party investment products. No proprietary product conflicts.

Regulatory & Disciplinary History

Clean Record

No disciplinary events, regulatory actions, or customer complaints on file with the SEC or FINRA. This firm has maintained a spotless regulatory record for 12 years.

Firm Details

Legal NameWASHINGTON GROWTH STRATEGIES LLC
CRD Number#171774
SEC RegisteredYes
Registration Date2014-07-16
States RegisteredDC
Assets Under Management$247M
Number of Clients1
Employees1
Compensation Typefee-only
Last ADV Filing46062

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Frequently Asked Questions

Is WASHINGTON GROWTH STRATEGIES LLC a fiduciary?

Yes. WASHINGTON GROWTH STRATEGIES LLC is a registered investment adviser (RIA) with the SEC, which means they are legally required to act as a fiduciary — putting your interests ahead of their own.

How does WASHINGTON GROWTH STRATEGIES LLC charge clients?

WASHINGTON GROWTH STRATEGIES LLC uses a fee-only compensation model. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does WASHINGTON GROWTH STRATEGIES LLC have any complaints?

No. WASHINGTON GROWTH STRATEGIES LLC has zero complaints or disciplinary actions on file with the SEC or FINRA across 12 years of operation.

How does WASHINGTON GROWTH STRATEGIES LLC compare to other advisors in WASHINGTON?

WASHINGTON GROWTH STRATEGIES LLC has a Red Flag Score of 95/100. There are 56 registered advisory firms in WASHINGTON. Use our city page to compare firms side by side.

Where does this data come from?

All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.

Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46062. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.