Falists
← Back to search

WEALTH ADVISORS NETWORK, INC.

CRD 113836 · SEC 801-112018

Visit website

201 FOUNDATION PLACE STE 100, HASTINGS, NE, 68901, United States

Phone

402-463-6769

Fax

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$300.3M

Discretionary AUM

$297.2M

Team

8 total employees; 8 advisory reps

Clients

1-10

Fees

Percentage of AUM; REFERRAL FEES FROM THIRD PARTY MONEY MANAGER

Org form

Corporation

Filing date

2026-04-20

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals370$92.9M
High net worth individuals102$166.9M
Pension/profit sharing plans8$30.0M
Charitable organizations6$7.8M
Corporations/business entities8$2.6M

States served

CO, NE, PA, TX, FL

All web addresses on file

Official SEC filing: View on IAPD