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WEALTH ADVISORS NETWORK, INC.
CRD 113836File 801-112018
APPROVED
Retail clients
Filing as of Apr 20, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$300.3M
Below cohort median (national)
Discretionary AUM
$297.2M
Non-discretionary $3.0M
Clients
494
740 accounts
Employees
8
Below cohort median in NE
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Oct 19, 2017
- Principal office
- 201 FOUNDATION PLACE STE 100, HASTINGS, NE, 68901
- Phone
- 402-463-6769
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $300.3M
- Discretionary AUM
- $297.2M
- Non-discretionary AUM
- $3.0M
- Discretionary accounts
- 715
- Non-discretionary accounts
- 25
- Total accounts
- 740
- AUM per client
- $608K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 8 | $2.6M |
| Charitable organizations | 6 | $7.8M |
| High net worth individuals | 102 | $166.9M |
| Pension and profit sharing plans | 8 | $30.0M |
| Individuals (other than high net worth individuals) | 370 | $92.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — REFERRAL FEES FROM THIRD PARTY MONEY MANAGER
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jan 1, 2026 | Employees | 11 | 8 | decreased by3 |
| Jan 1, 2026 | Clients | 539 | 494 | decreased by45 |
| Jan 1, 2026 | AUM | $297,015,339 | $300,252,270 | increased by$3,236,931 |
| Jan 1, 2026 | Accounts | 788 | 740 | decreased by48 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 12 | 11 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 614 | 539 | decreased by75 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $234,227,943 | $297,015,339 | increased by$62,787,396 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 617 | 788 | increased by171 |
| Jan 1, 2022 | Employees | 11 | 12 | increased by1 |
| Jan 1, 2022 | Clients | 355 | 614 | increased by259 |
| Jan 1, 2022 | AUM | $152,413,488 | $234,227,943 | increased by$81,814,455 |
| Jan 1, 2022 | Accounts | 480 | 617 | increased by137 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “WEALTH ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WEALTH ADVISORS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.