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AB

Andrew Block

WALLA WALLA WEALTH ADVISORS
WALLA WALLA, WA 99362
CRD#: 8048113
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AB
Andrew BlockWALLA WALLA WEALTH ADVISORS

Professional summary

Andrew Block, who also goes by Andy Block, is a registered financial advisor currently at WALLA WALLA WEALTH ADVISORS located in Walla Walla, Washington.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Andrew has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Aliases

Andy Block

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Block's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

June 2, 2025 - Present

WALLA WALLA WEALTH ADVISORS

Office #1: 117 E. Rose St., Walla Walla, WA 99362
RIA
CRD#: 335162
WALLA WALLA, WA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Washington
(6/2/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/14/2025
Uniform Investment Adviser Law Examination

Current Firm

WW
WALLA WALLA WEALTH ADVISORS
WALLA WALLA WEALTH ADVISORS | WALLA WALLA WEALTH ADVISORS, LLC | WALLA WALLA WEALTH ADVISORS LLC

CRD#: 335162 / SEC#:

Washington
Registered Investment Advisory firm - (6/2/2025 Approved)
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Contact information

Main Address
117 E. Rose St., Walla Walla, WA 99362
Mailing Address
Phone number
(509) 525-6307
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV
0

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

WALLA WALLA WEALTH ADVISORS

CRD#: 335162Walla Walla, WA 99362

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