Wea Financial Advisors, Inc.
Wea Financial Advisors, Inc. is an SEC-registered mass-market adviser in Madison, WI with $507.8M assets under management (AUM, regulatory AUM), -8% over one year. See who owns Wea Financial Advisors, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 144919, SEC 801-118359, data through 2026-04-27.
- AUM (assets under management / regulatory AUM)
- $507.8M (2026-04-27)
- Firm type
- Mass-Market Adviser
- Location
- Madison, WI
- Employees
- 4
- Clients
- 618
- CRD
- 144919
- Ownership
- KIJEK, DAVID; SCHILLER, KRISTINA, RAE; Ugoretz, Nathan, Lake; Brown, Suzanne, Lee; Olsen-Wirtz, Peggy, Lynn
How much AUM does Wea Financial Advisors, Inc. have?
Wea Financial Advisors, Inc. reported $507.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-27).
Who owns Wea Financial Advisors, Inc.?
Disclosed owners and executives of Wea Financial Advisors, Inc. include KIJEK, DAVID, SCHILLER, KRISTINA, RAE, Ugoretz, Nathan, Lake, Brown, Suzanne, Lee, Olsen-Wirtz, Peggy, Lynn. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.