|
⚲
|
| WEA Financial Advisors Inc
✚
| |
|---|---|
| CRD # | 144919 |
| SEC # | 801-118359 |
| CIK # | |
| AUM | $472.4 MM (2024-03-25) |
| Employees | 3 (100% Investors, 100% Brokers) |
| Phone | 800-279-4030 |
| Address | 660 John Nolen Drive Madison, WI 53713 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 585 | 50.1 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 422.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 587 | 472.4 |
| By Discretionary | ||
| Discretionary | 587 | 472.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 587 | 472.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 472.4 | |
| Total | 587 | 472.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Lesko Securities Inc
✚
|
NY | 0.5 |
|
Bruce & Co Inc
✚
|
IL | 0.5 |
|
Westshore Wealth LLC
✚
|
CA | 0.5 |
|
Delta Wealth Management
✚
|
CA | 0.5 |
|
Wealthgate Family Office LLC
✚
|
CO | 0.5 |
|
Curran Financial Partners LLC
✚
|
SC | 0.5 |
|
Hennion & Walsh Asset Management Inc
✚
|
NJ | 0.5 |
|
RTW Financial Advisors Inc
✚
|
TX | 0.5 |
|
Lazari Capital Management Inc
✚
|
CA | 0.5 |
|
Bryant Woods Investment Advisors LLC
✚
|
NY | 0.5 |