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Home > Retirement Planners > wisconsin > madison > WEA FINANCIAL ADVISORS, INC.
WEA FINANCIAL ADVISORS, INC.
660 John Nolen Drive
Madison, Wisconsin 53713
Tel: 800-279-4030
About WEA FINANCIAL ADVISORS, INC.
WEA FINANCIAL ADVISORS, INC, formally registered with the SEC as WEA FINANCIAL ADVISORS, INC. The firm was established in 04/02/2020. They have over 1 offices throughout the country.
WEA FINANCIAL ADVISORS, INC. is a Madison, Wisconsin based Financial Planning firm with nearly $472,404,489 assets under management, offering retirement planning & investment advisory services to 587 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 144919 |
| SEC# | 801-118359 |
| Assets Managed by Firm | $472,404,489 |
| No. of Clients | 587 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Other (RETIREMENT INCOME AND DISTRIBUTION ANALYSIS AND PERSONAL INVESTMENT ACCOUNTS)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 587 | $472,404,489 |
| Individuals (other than high net worth individuals) | 585 | $50,117,633 |
| Pension and profit sharing plans | 2 | $422,286,856 |
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