⚲
|
Wealth Advisors Network Inc
✚
|
|
---|---|
CRD # | 113836 |
SEC # | 801-112018 |
CIK # | |
AUM | $256.6 MM (2023-12-13) |
Employees | 12 (100% Investors, 92% Brokers) |
Phone | 402-463-6769 |
Address | 201 Foundation Place Ste 100 Hastings, NE 68901 |
Source | [IAPD] [Website] |
Total AUM ($MM) |
---|
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 |