Ninja Wealth Advisors, LLC logo

Ninja Wealth Advisors, LLC

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Client AUM

$7,684,249

Clients

9

Advisors

1

of 1 employees

About

Ninja Wealth Advisors, LLC provides portfolio management and financial planning services to individuals, including high‑net‑worth clients. The firm offers both discretionary and non‑discretionary portfolio management and prepares an Investment Policy Statement for each client, generally investing in mutual funds, ETFs, equities, fixed income, real estate funds (including REITs), TIPS and non‑U.S. securities.

NWA combines a broad set of analytical methods—charting, cyclical, fundamental, modern portfolio theory, quantitative and technical analysis—and pursues a long‑term trading approach while documenting clients’ goals, time horizons and risk tolerances in the IPS. Financial planning is typically delivered as a one‑time plan with monthly portfolio reviews and quarterly custodian reports for ongoing accounts.

Distinctive features disclosed in the brochure include a firmwide requirement that clients use the Altruist custodian and an explicit policy not to aggregate or bunch trades for multiple clients, which the firm notes can affect execution and pricing. The firm is newly formed (April 2024, registered October 2024), manages roughly $7.68 million for nine clients, and reports it does not receive soft‑dollar benefits or participate in wrap fee programs.

Client services

Financial planning Portfolio management

Expertise

College savings (529s, UTMA, etc.) Life insurance needs analysis General tax planning General retirement planning

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Fee options

Fixed

Fixed financial planning fees negotiated between $500 and $1,200 depending on complexity

Percentage

$0 - $500,000: 0.85% $500,001 - $1,000,000: 0.70% $1,000,001+: 0.50%

Project-based

$250 per hour for financial planning services

Main office

Federal Way WA

Advisors at this office

1

Most active in

Virginia · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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