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WEA FINANCIAL ADVISORS, INC.
Tel: 800-279-4030
660 John Nolen Drive Madison, Wisconsin 53713
WEA FINANCIAL ADVISORS, INC.
WEA FINANCIAL ADVISORS, INC. is a Madison, Wisconsin based financial advisory firm with nearly $472,404,489 in assets under management and provides investment advisory services for 587 clients. There are currently 3 financial advisors at the firm.
General Information
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)
Fee Structure:
A percentage of AUM, Hourly charges
Firm CRD#:
144919
SEC#:
801-118359
No. of Clients:
587
Assets under Management
$472,404,489
No. of Advisors:
3
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