RIA Intel›Advisers›Florida›WCA ADVISORS, LLC

WCA ADVISORS, LLC

Advisory

MIAMI, FL

Data as of Nov 25, 2025 · Source: SEC Form ADV

Rank in FL

#2,564

of 2,610 advisers by AUM

Average account

$49K

across 5 accounts

AUM per adviser

$245K

1 adviser

Source: SEC Form ADV. Figures as filed Nov 25, 2025.

Total AUM

$245K

Discretionary %

100%

Clients

5

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$245K

Discretionary AUM$245K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients5

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndAugust

Operates InFL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

5 clients

3 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

BLUE COMPASS WEALTH MANAGEMENT, LLC

BRANDON, FL

$247K

PHEONIX INVESTMENT MANAGEMENT INC

FT. LAUDERDALE, FL

$250K

0.0% 1Y

THE TUONO CORPORATION

NAPLES, FL

$250K

0.0% 1Y

PRIMEFID ADVISORS LLC

$250K

GRAY LAKE ADVISORS LLC

$262K

DABA ADVISORS LLC

MIAMI, FL

$228K

Get the full picture on WCA ADVISORS, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track WCA ADVISORS, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans