Andrew Block

WALLA WALLA WEALTH ADVISORS

WALLA WALLA, WA 99362

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CRD#: 8048113

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.

Question & Answer

Are you a "fiduciary"?

Yes

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.

Name - Block Maughan & Associates, PLLC, DBA Walla Walla Tax Advisors Address - 117 E Rose St, Walla Walla, WA 99362 Investment related - No Nature of business - Accounting firm Position/title/duties/relationship - Managing Partner Start Date - June 2010 Number of hours/month - 80 Number of hours during securities trading hours - 20/week

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)

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Exams

State Security Law Exam

IAR

Series 65

Date: 5/14/2025

Uniform Investment Adviser Law Examination

Current Firm

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

Documents

Latest Form ADV

Red Flags

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

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Andrew Block

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

WALLA WALLA WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 5/14/2025

Current Firm

WALLA WALLA WEALTH ADVISORS

Contact information

Documents

Red Flags

Company Information

WALLA WALLA WEALTH ADVISORS

TRUST BUT VERIFY

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