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Wea Financial Advisors, Inc.

● SEC registered since 2020CRD 144919SEC# 801-118359Madison, WI
Export (members)
Reg. AUM
$554.3M
Employees
4
Accounts
620
Location
Madison, WI

Wea Financial Advisors, Inc. assets under management

Wea Financial Advisors, Inc. is a registered investment adviser overseen by the SEC based in Madison, WI. The firm has been registered since 2020. It reports $554.3 million in regulatory assets under management and employs 4 people.
www.weabenefits.comView on SEC.gov ↗

Wea Financial Advisors, Inc. owners & executives

12 reported
NameTitleOwnershipSince
Boyd Griswold Bender ControlChief Compliance OfficerUnder 5%2021
David Roy Kijek ControlCeoUnder 5%2007
Jesse Andrew Martinez ControlTrusteeUnder 5%2024
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Frequently asked questions

How much does Wea Financial Advisors, Inc. manage?

Wea Financial Advisors, Inc. reports $554.3 million in regulatory assets under management on its Form ADV.

How many employees does Wea Financial Advisors, Inc. have?

Wea Financial Advisors, Inc. reports 4 employees.

Where is Wea Financial Advisors, Inc. located?

Wea Financial Advisors, Inc. is based in Madison, WI and has been SEC-registered since 2020.

Does Wea Financial Advisors, Inc. disclose fund performance?

Wea Financial Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address660 John Nolen Drive, Madison, WI 53713
Phone800-279-4030
Fax608-237-2529
Office hours7:30 - 5
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$554.3M
Non-discretionary$0
Total (RAUM)$554.3M