PPrivate Fund Data Log in Join · $37/mo

Nathan Lake Ugoretz

TrusteeWea Financial Advisors, Inc.CRD 7641425

About Nathan Lake Ugoretz

Nathan Lake Ugoretz is listed as Trustee at Wea Financial Advisors, Inc. in Madison, WI. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Wea Financial Advisors, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Nathan Lake Ugoretz work?

Nathan Lake Ugoretz is listed as Trustee at Wea Financial Advisors, Inc. on SEC Form ADV.

How much of Wea Financial Advisors, Inc. does Nathan Lake Ugoretz own?

Form ADV reports a beneficial ownership band of Under 5%.

Wea Financial Advisors, Inc.

TitleTrustee
OwnershipUnder 5%
Control personYes
Since2022
View Wea Financial Advisors, Inc. →