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⚲
|
| WEA Financial Advisors Inc
✚
|
|
|---|---|
| CRD # | 144919 |
| SEC # | 801-118359 |
| CIK # | |
| AUM | $400.5 MM (2023-03-30) |
| Employees | 3 (100% Investors, 100% Brokers) |
| Phone | 800-279-4030 |
| Address | 660 John Nolen Drive Madison, WI 53713 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 664 | 41.3 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 359.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 666 | 400.5 |
| By Discretionary | ||
| Discretionary | 666 | 400.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 666 | 400.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 400.5 | |
| Total | 666 | 400.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Davidson Capital Management Inc
✚
|
TX | 0.4 |
|
Rye Brook Capital LLC
✚
|
CT | 0.4 |
|
James R Martin Consulting Inc DBA JRM Capital Management
✚
|
WA | 0.4 |
|
Thayer Partners LLC
✚
|
PA | 0.4 |
|
Integra Global Advisors LLC
✚
|
CT | 0.4 |
|
Resurgent Financial Advisors LLC
✚
|
GA | 0.4 |
|
Family Office Research LLC
✚
|
MD | 0.4 |
|
Monument Capital Management LLC
✚
|
VA | 0.4 |
|
Hughes Financial Services LLC
✚
|
VA | 0.4 |
|
Clear Rock Advisors LLC
✚
|
TX | 0.4 |