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Wea Member Benefit Trust

Parent Trust Company For Wea Financial Advisors, Inc.Wea Financial Advisors, Inc.

About Wea Member Benefit Trust

Wea Member Benefit Trust is listed as Parent Trust Company For Wea Financial Advisors, Inc. at Wea Financial Advisors, Inc. in Madison, WI. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Wea Financial Advisors, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Wea Member Benefit Trust work?

Wea Member Benefit Trust is listed as Parent Trust Company For Wea Financial Advisors, Inc. at Wea Financial Advisors, Inc. on SEC Form ADV.

How much of Wea Financial Advisors, Inc. does Wea Member Benefit Trust own?

Form ADV reports a beneficial ownership band of Over 75%.

Wea Financial Advisors, Inc.

TitleParent Trust Company For Wea Financial Advisors, Inc.
OwnershipOver 75%
Control personYes
Since2007