RIA Intel›Advisers›Wisconsin›WFA ASSET MANAGEMENT CORP

WFA ASSET MANAGEMENT CORP

Advisory

N·WHITEFISH BAY, WI

Data as of Mar 31, 2025 · Source: SEC Form ADV

Total AUM

$439M

1-Year AUM Growth

+17.5%

3-Year CAGR

+9.9%

Employees

4

Assets Under Management

Total AUM$439M

Discretionary AUM$425M

Non-Discretionary AUM$14M

Discretionary %96.7%

Total Clients471

Team

Total Employees4

Investment Advisers8

Employee Growth (1Y)+66.7%

Filing History

Total Filings on Record43

First FilingMar 28, 2001

Latest FilingMar 31, 2025

🔒 Full AUM trend chart and 43 historical filings spanning 24+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on WFA ASSET MANAGEMENT CORP

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.