WNA WEALTH ADVISORS, INC.
CRD #106792 SEC #801-44672 HINSDALE, IL 630-455-0600
SEC Registered Private Funds
Total AUM
$355.3M
Discretionary
$288.9M
Employees
5
Clients
51
Accounts
863
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2016 | $355.3M | $288.9M | $66.4M | 5 | 400 |
| Mar 2016 | $355.3M | $288.9M | $66.4M | 5 | 400 |
| Dec 2015 | $331.7M | $275.1M | $56.6M | 4 | 400 |
| Mar 2015 | $331.7M | $275.1M | $56.6M | 4 | 400 |
| Jan 2015 | $304.6M | $242.8M | $61.8M | 4 | 400 |
| Mar 2014 | $304.6M | $242.8M | $61.8M | 4 | 400 |
| Mar 2013 | $250.6M | $206.1M | $44.5M | 4 | 300 |
| Dec 2012 | $213.1M | $179.1M | $33.9M | 4 | 300 |
| Apr 2012 | $213.1M | $179.1M | $33.9M | 1 | 300 |
| Mar 2012 | $213.1M | $179.1M | $33.9M | 1 | 300 |
| Jan 2012 | $199.7M | $164.9M | $34.9M | 1 | 200 |
| Mar 2011 | $199.7M | $164.9M | $34.9M | 5 | -- |
| Mar 2009 | $120.5M | $105.1M | $15.3M | 5 | -- |
| Mar 2008 | $158.9M | $138.2M | $20.7M | 5 | -- |
| Sep 2007 | $132.6M | $117.8M | $14.8M | 5 | -- |
| Mar 2007 | $132.6M | $117.8M | $14.8M | 5 | -- |
| Mar 2006 | $114M | $97.2M | $16.8M | 5 | -- |
| Mar 2006 | $114M | $97.2M | $16.8M | 5 | -- |
| Feb 2005 | $83M | $70.3M | $12.7M | 5 | -- |
| Mar 2004 | $96.4M | $85M | $11.4M | 5 | -- |
| Mar 2002 | $65.5M | $57.2M | $8.3M | 5 | -- |
DateApr 2016
Total AUM$355.3M
Discretionary$288.9M
Non-Disc.$66.4M
Employees5
Clients400
DateMar 2016
Total AUM$355.3M
Discretionary$288.9M
Non-Disc.$66.4M
Employees5
Clients400
DateDec 2015
Total AUM$331.7M
Discretionary$275.1M
Non-Disc.$56.6M
Employees4
Clients400
DateMar 2015
Total AUM$331.7M
Discretionary$275.1M
Non-Disc.$56.6M
Employees4
Clients400
DateJan 2015
Total AUM$304.6M
Discretionary$242.8M
Non-Disc.$61.8M
Employees4
Clients400
DateMar 2014
Total AUM$304.6M
Discretionary$242.8M
Non-Disc.$61.8M
Employees4
Clients400
DateMar 2013
Total AUM$250.6M
Discretionary$206.1M
Non-Disc.$44.5M
Employees4
Clients300
DateDec 2012
Total AUM$213.1M
Discretionary$179.1M
Non-Disc.$33.9M
Employees4
Clients300
DateApr 2012
Total AUM$213.1M
Discretionary$179.1M
Non-Disc.$33.9M
Employees1
Clients300
DateMar 2012
Total AUM$213.1M
Discretionary$179.1M
Non-Disc.$33.9M
Employees1
Clients300
DateJan 2012
Total AUM$199.7M
Discretionary$164.9M
Non-Disc.$34.9M
Employees1
Clients200
DateMar 2011
Total AUM$199.7M
Discretionary$164.9M
Non-Disc.$34.9M
Employees5
Clients--
DateMar 2009
Total AUM$120.5M
Discretionary$105.1M
Non-Disc.$15.3M
Employees5
Clients--
DateMar 2008
Total AUM$158.9M
Discretionary$138.2M
Non-Disc.$20.7M
Employees5
Clients--
DateSep 2007
Total AUM$132.6M
Discretionary$117.8M
Non-Disc.$14.8M
Employees5
Clients--
DateMar 2007
Total AUM$132.6M
Discretionary$117.8M
Non-Disc.$14.8M
Employees5
Clients--
DateMar 2006
Total AUM$114M
Discretionary$97.2M
Non-Disc.$16.8M
Employees5
Clients--
DateMar 2006
Total AUM$114M
Discretionary$97.2M
Non-Disc.$16.8M
Employees5
Clients--
DateFeb 2005
Total AUM$83M
Discretionary$70.3M
Non-Disc.$12.7M
Employees5
Clients--
DateMar 2004
Total AUM$96.4M
Discretionary$85M
Non-Disc.$11.4M
Employees5
Clients--
DateMar 2002
Total AUM$65.5M
Discretionary$57.2M
Non-Disc.$8.3M
Employees5
Clients--