WEA FINANCIAL ADVISORS, INC.
Madison, United States · CRD 144919
SEC-registered investment adviser since 2020 · corporation. It files no 13F, so there are no holdings to show.
- Assets managed$507.8m
- Main clients (by assets)Pension plans 87%, Individuals 13%
- Form ADV · 2026-07-06SEC adviser record
- Kindinstitutions
- Others nearbyMadison, WI
As an employer
- Staff (Form ADV)4 · 4 in investment roles
- Offices in1 country