RIA Intelligence

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

Firm Details

Organization Type
Corporation
State of Formation
Wisconsin
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 24, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
Davido, MarilouICHIEF COMPLIANCE OFFICERNA Control
Davido, MarilouICHIEF COMPLIANCE OFFICERNA Control
Davido, MarilouICHIEF COMPLIANCE OFFICERNA Control
Davido, MarilouICHIEF COMPLIANCE OFFICERNA Control
Davido, MarilouICHIEF COMPLIANCE OFFICERNA Control
Davido, MarilouICHIEF COMPLIANCE OFFICERNA Control
Davido, MarilouICHIEF COMPLIANCE OFFICERNA Control
Davido, MarilouICHIEF COMPLIANCE OFFICERNA Control
Davido, MarilouICHIEF COMPLIANCE OFFICERNA Control
ENEA, NICHOLASIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
ENEA, NICHOLASIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
ENEA, NICHOLASIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
ENEA, NICHOLASIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
ENEA, NICHOLASIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
ENEA, NICHOLASIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
ENEA, NICHOLASIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
ENEA, NICHOLASIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
ENEA, NICHOLASIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
ENEA, NICHOLASIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
ENEA, NICHOLASIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
ENEA, NICHOLASIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
ENEA, NICHOLASIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
ENEA, NICHOLASIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
ENEA, NICHOLASIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
ENEA, NICHOLASIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
ENEA, NICHOLASIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
ENEA, NICHOLASIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
ENEA, NICHOLASIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
ENEA, NICHOLASIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
ENEA, NICHOLASIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
ENEA, NICHOLASIPRESIDENTE Control
ENEA, NICHOLASIPRESIDENTE Control
ENEA, NICHOLASIPRESIDENTE Control
ENEA, NICHOLASIPRESIDENTE Control
ENEA, NICHOLASIPRESIDENTE Control
ENEA, NICHOLASIPRESIDENTE Control
ENEA, NICHOLASIPRESIDENTE Control
ENEA, NICHOLASIPRESIDENTE Control
ENEA, NICHOLASIPRESIDENTE Control
ENEA, NICHOLASIPRESIDENTE Control
ENEA, NICHOLASIPRESIDENTE Control
ENEA, NICHOLASIPRESIDENTE Control
ENEA, NICHOLASIPRESIDENTE Control
ENEA, NICHOLASIPRESIDENTE Control
ENEA, NICHOLASIPRESIDENTE Control
ENEA, NICHOLASIPRESIDENTE Control
ENEA, NICHOLASIPRESIDENTE Control
ENEA, NICHOLASIPRESIDENTE Control
ENEA, NICHOLASIPRESIDENTE Control
ENEA, NICHOLASIPRESIDENTE Control
ENEA, NICHOLASIVICE PRESIDENTD Control
ZIELINSKI, GARRICK, GERARDIPRESIDENTD Control
Davido, MarilouICHIEF COMPLIANCE OFFICERB Control
Davido, MarilouICHIEF COMPLIANCE OFFICERB Control
Davido, MarilouICHIEF COMPLIANCE OFFICERB Control
Davido, MarilouICHIEF COMPLIANCE OFFICERB Control
Davido, MarilouICHIEF COMPLIANCE OFFICERB Control
Davido, MarilouICHIEF COMPLIANCE OFFICERB Control
Davido, MarilouIVICE PRESIDENT AND CHIEF COMPLIANCE OFFICERB Control
Davido, MarilouIVICE PRESIDENT AND CHIEF COMPLIANCE OFFICERB Control
Davido, MarilouIVICE PRESIDENT AND CHIEF COMPLIANCE OFFICERB Control
Davido, MarilouIVICE PRESIDENT AND CHIEF COMPLIANCE OFFICERB Control
Davido, MarilouIVICE PRESIDENT AND CHIEF COMPLIANCE OFFICERB Control

Registrations

Federal

IA
Mar 24, 2025 REGISTERED

Notice Filings (7)

AZ CA FL IL NV TX WI

Address

633 E. HENRY CLAY STREET
WHITEFISH BAY, WI 53217
United States
Phone: 414-727-8181