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WEA FINANCIAL ADVISORS, INC.
CRD 144919File 801-118359
APPROVED
Retail clients
Filing as of Jul 6, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$507.8M
Above cohort median (national)
Discretionary AUM
$507.8M
Clients
618
616 accounts
Employees
4
Above cohort median in WI
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Apr 2, 2020
- Principal office
- 660 JOHN NOLEN DRIVE, MADISON, WI, 53713
- Phone
- 800-279-4030
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $507.8M
- Discretionary AUM
- $507.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 616
- Non-discretionary accounts
- 0
- Total accounts
- 616
- AUM per client
- $822K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 2 | $442.3M |
| Individuals (other than high net worth individuals) | 616 | $65.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for pooled investment vehicles
- 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.