WEA FINANCIAL ADVISORS, INC.

CRD 144919 · SEC 801-118359

Visit website

660 JOHN NOLEN DRIVE, MADISON, WI, 53713, United States

Phone

800-279-4030

Fax

608-237-2529

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$507.8M

Discretionary AUM

$507.8M

Team

4 total employees; 4 advisory reps

Clients

More than 500

Fees

Percentage of AUM; Hourly charges

Org form

Corporation

Filing date

2026-04-27

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)RETIREMENT INCOME AND DISTRIBUTION ANALYSIS AND PERSONAL INVESTMENT ACCOUNTS

Client types

Type	Clients	AUM
Individuals	616	$65.5M
Pension/profit sharing plans	2	$442.3M

States served

AK, AZ, CA, CO, IL, LA, MI, MN, NE, NV, WI, TX, NH, FL

All web addresses on file

https://www.youtube.com/user/WEABenefits
https://www.linkedin.com/company/wea-trust-member-benefits
https://twitter.com/weabenefits
https://www.instagram.com/weamemberbenefits/
https://www.facebook.com/weabenefits
HTTP://WWW.WEABENEFITS.COM

Official SEC filing: View on IAPD