RIA Intel›Advisers›Wisconsin›WEA FINANCIAL ADVISORS, INC.

WEA FINANCIAL ADVISORS, INC.

Advisory

N·MADISON, WI

Data as of Jul 6, 2026 · Source: SEC Form ADV

Total AUM
$508M
1-Year AUM Growth
+18.0%
3-Year CAGR
+13.1%
Employees
4
Assets Under Management
Total AUM$508M
Discretionary AUM$508M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients620
Team
Total Employees4
Investment Advisers4
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record11
First FilingMar 3, 2020
Latest FilingJul 6, 2026
🔒 Full AUM trend chart and 11 historical filings spanning 6+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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