Wealth Advisors Network Inc

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Wealth Advisors Network Inc
CRD #113836
SEC #801-112018
CIK #
AUM $256.6 MM (2023-12-13)
Employees 12 (100% Investors, 92% Brokers)
Phone402-463-6769
Address201 Foundation Place Ste 100
Hastings, NE 68901
Source [IAPD] [Website]
Total AUM ($MM)
3002401801206002007201320192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 452 176.1
(b) Individuals (high net worth individuals) 32 64.1
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 1.1
(h) Charitable organizations 5 10.4
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 10 4.8
(n) Other 0 0.0
Total 742 256.6
By Discretionary
Discretionary 688 227.1
Non-Discretionary 54 29.5
Total 742 256.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 256.6
Total 742 256.6
Comparable Firms State AUM ($BB)
ORBA Wealth Advisors LLC
IL 0.3
Bison Creek Wealth Management LLC
VA 0.3
Crestmont Private Wealth LLC
TX 0.3
Trinity Wealth Advisors LLC
MO 0.3
Denali Wealth Management Inc
WI 0.3
Global Investment Adviser LC
FL 0.3
Silver Grove Financial Group Inc
NY 0.3
M Group Investment Advisor LLC
FL 0.3
Beacon Financial Strategies Corp
NC 0.3
Choice Wealth Advisors LLC
ME 0.3
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