WFA ASSET MANAGEMENT CORP
CRD #106102 SEC #801-44808 WHITEFISH BAY, WI 414-727-8181
SEC Registered
Total AUM
$439.3M
Discretionary
$424.9M
Employees
8
Clients
251
Accounts
1,447
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $439.3M | $424.9M | $14.5M | 8 | 8 |
| Sep 2024 | $373.9M | $360.1M | $13.8M | 8 | 4 |
| Jul 2024 | $373.9M | $360.1M | $13.8M | 8 | 4 |
| Mar 2024 | $373.9M | $360.1M | $13.8M | 8 | 4 |
| Nov 2023 | $313.2M | $297M | $16.2M | 8 | 2 |
| Mar 2023 | $313.2M | $297M | $16.2M | 7 | 2 |
| Apr 2022 | $330.7M | $311.4M | $19.3M | 8 | 5 |
| Mar 2022 | $330.7M | $311.4M | $19.3M | 8 | 5 |
| Apr 2021 | $289.5M | $272.4M | $17M | 8 | 0 |
| Mar 2021 | $289.5M | $272.4M | $17M | 8 | 0 |
| Oct 2020 | $285.5M | $269.4M | $16.1M | 8 | 0 |
| Jun 2020 | $285.5M | $269.4M | $16.1M | 8 | 0 |
| Mar 2020 | $285.5M | $269.4M | $16.1M | 8 | 0 |
| Mar 2019 | $224M | $202.8M | $21.2M | 8 | 105 |
| Oct 2018 | $238.5M | $203.5M | $35.1M | 6 | 105 |
| May 2018 | $238.5M | $203.5M | $35.1M | 6 | 105 |
| May 2018 | $238.5M | $203.5M | $35.1M | 6 | 105 |
| Mar 2018 | $238.5M | $203.5M | $35.1M | 6 | 105 |
| Aug 2017 | $207.4M | $170.7M | $36.7M | 6 | 500 |
| May 2017 | $207.4M | $170.7M | $36.7M | 5 | 500 |
| Mar 2017 | $207.4M | $170.7M | $36.7M | 6 | 500 |
| May 2016 | $187.2M | $152.6M | $34.6M | 6 | 500 |
| Feb 2016 | $187.2M | $152.6M | $34.6M | 6 | 500 |
| Mar 2015 | $188.8M | $154M | $34.9M | 6 | 500 |
| Feb 2014 | $176.4M | $141M | $35.4M | 6 | 500 |
| Oct 2013 | $159.1M | $37.4M | $121.7M | 5 | 500 |
| Feb 2013 | $159.1M | $37.4M | $121.7M | 5 | 500 |
| Jun 2012 | $139.7M | $36.3M | $103.5M | 1 | 500 |
| Mar 2012 | $139.7M | $36.3M | $103.5M | 1 | 500 |
| Mar 2011 | $137.2M | $37M | $100.2M | 5 | -- |
| Jan 2010 | $128.1M | $34.3M | $93.8M | 5 | -- |
| Mar 2009 | $119.5M | $35.7M | $83.8M | 5 | -- |
| Jan 2008 | $142M | $37.4M | $104.6M | 5 | -- |
| Mar 2007 | $129.3M | $35M | $94.3M | 5 | -- |
| Mar 2006 | $109.8M | $42.5M | $67.4M | 5 | -- |
| Mar 2004 | $91.9M | $30.7M | $61.2M | 5 | -- |
DateMar 2025
Total AUM$439.3M
Discretionary$424.9M
Non-Disc.$14.5M
Employees8
Clients8
DateSep 2024
Total AUM$373.9M
Discretionary$360.1M
Non-Disc.$13.8M
Employees8
Clients4
DateJul 2024
Total AUM$373.9M
Discretionary$360.1M
Non-Disc.$13.8M
Employees8
Clients4
DateMar 2024
Total AUM$373.9M
Discretionary$360.1M
Non-Disc.$13.8M
Employees8
Clients4
DateNov 2023
Total AUM$313.2M
Discretionary$297M
Non-Disc.$16.2M
Employees8
Clients2
DateMar 2023
Total AUM$313.2M
Discretionary$297M
Non-Disc.$16.2M
Employees7
Clients2
DateApr 2022
Total AUM$330.7M
Discretionary$311.4M
Non-Disc.$19.3M
Employees8
Clients5
DateMar 2022
Total AUM$330.7M
Discretionary$311.4M
Non-Disc.$19.3M
Employees8
Clients5
DateApr 2021
Total AUM$289.5M
Discretionary$272.4M
Non-Disc.$17M
Employees8
Clients0
DateMar 2021
Total AUM$289.5M
Discretionary$272.4M
Non-Disc.$17M
Employees8
Clients0
DateOct 2020
Total AUM$285.5M
Discretionary$269.4M
Non-Disc.$16.1M
Employees8
Clients0
DateJun 2020
Total AUM$285.5M
Discretionary$269.4M
Non-Disc.$16.1M
Employees8
Clients0
DateMar 2020
Total AUM$285.5M
Discretionary$269.4M
Non-Disc.$16.1M
Employees8
Clients0
DateMar 2019
Total AUM$224M
Discretionary$202.8M
Non-Disc.$21.2M
Employees8
Clients105
DateOct 2018
Total AUM$238.5M
Discretionary$203.5M
Non-Disc.$35.1M
Employees6
Clients105
DateMay 2018
Total AUM$238.5M
Discretionary$203.5M
Non-Disc.$35.1M
Employees6
Clients105
DateMay 2018
Total AUM$238.5M
Discretionary$203.5M
Non-Disc.$35.1M
Employees6
Clients105
DateMar 2018
Total AUM$238.5M
Discretionary$203.5M
Non-Disc.$35.1M
Employees6
Clients105
DateAug 2017
Total AUM$207.4M
Discretionary$170.7M
Non-Disc.$36.7M
Employees6
Clients500
DateMay 2017
Total AUM$207.4M
Discretionary$170.7M
Non-Disc.$36.7M
Employees5
Clients500
DateMar 2017
Total AUM$207.4M
Discretionary$170.7M
Non-Disc.$36.7M
Employees6
Clients500
DateMay 2016
Total AUM$187.2M
Discretionary$152.6M
Non-Disc.$34.6M
Employees6
Clients500
DateFeb 2016
Total AUM$187.2M
Discretionary$152.6M
Non-Disc.$34.6M
Employees6
Clients500
DateMar 2015
Total AUM$188.8M
Discretionary$154M
Non-Disc.$34.9M
Employees6
Clients500
DateFeb 2014
Total AUM$176.4M
Discretionary$141M
Non-Disc.$35.4M
Employees6
Clients500
DateOct 2013
Total AUM$159.1M
Discretionary$37.4M
Non-Disc.$121.7M
Employees5
Clients500
DateFeb 2013
Total AUM$159.1M
Discretionary$37.4M
Non-Disc.$121.7M
Employees5
Clients500
DateJun 2012
Total AUM$139.7M
Discretionary$36.3M
Non-Disc.$103.5M
Employees1
Clients500
DateMar 2012
Total AUM$139.7M
Discretionary$36.3M
Non-Disc.$103.5M
Employees1
Clients500
DateMar 2011
Total AUM$137.2M
Discretionary$37M
Non-Disc.$100.2M
Employees5
Clients--
DateJan 2010
Total AUM$128.1M
Discretionary$34.3M
Non-Disc.$93.8M
Employees5
Clients--
DateMar 2009
Total AUM$119.5M
Discretionary$35.7M
Non-Disc.$83.8M
Employees5
Clients--
DateJan 2008
Total AUM$142M
Discretionary$37.4M
Non-Disc.$104.6M
Employees5
Clients--
DateMar 2007
Total AUM$129.3M
Discretionary$35M
Non-Disc.$94.3M
Employees5
Clients--
DateMar 2006
Total AUM$109.8M
Discretionary$42.5M
Non-Disc.$67.4M
Employees5
Clients--
DateMar 2004
Total AUM$91.9M
Discretionary$30.7M
Non-Disc.$61.2M
Employees5
Clients--