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| Keyboard |
| Wealth Advisors Network Inc
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|---|---|
| CRD # | 113836 |
| SEC # | 801-112018 |
| CIK # | |
| AUM | 300.3 M (2026-04-20) |
| Employees | 8 (100% Investors, 88% Brokers) |
| Phone | 402-463-6769 |
| Address | 201 Foundation Place Ste 100 Hastings, NE 68901 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 370 | 92.9 |
| (b) Individuals (high net worth individuals) | 102 | 166.9 |
| (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 | 8 | 30.0 |
| (h) Charitable organizations | 6 | 7.8 |
| (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 | 8 | 2.6 |
| (n) Other | 0 | 0.0 |
| Total | 740 | 300.3 |
| By Discretionary | ||
| Discretionary | 715 | 297.2 |
| Non-Discretionary | 25 | 3.0 |
| Total | 740 | 300.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 300.3 | |
| Total | 740 | 300.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Cauble & Harre Wealth Management Inc
✚
|
MO | 300.6 M |
|
Transition Financial Advisors Group LLC
✚
|
300.6 M | |
|
Lifeinvest Wealth Management Ltd
✚
|
FL | 300.5 M |
|
Capital Wealth Alliance LLC
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|
AZ | 300.3 M |
|
Optimum Financial Services LLC
✚
|
MS | 300.2 M |
|
Cathy Pareto and Associates Inc
✚
|
FL | 300.1 M |
|
Birchcreek Wealth Management LLC
✚
|
OH | 300.1 M |
|
Monterey Wealth Partners LLC
✚
|
GA | 300.1 M |
|
Capital West Partners LLC
✚
|
AZ | 300.0 M |
|
Silver Oak Wealth Advisors Services LLC
✚
|
CA | 300.0 M |