WEA FINANCIAL ADVISORS, INC.
CRD #144919 SEC #801-118359 MADISON, WI 800-279-4030
SEC Registered
Total AUM
$554.3M
Discretionary
$554.3M
Employees
4
Clients
--
Accounts
620
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $554.3M | $554.3M | $0 | 4 | 0 |
| Jun 2025 | $554.3M | $554.3M | $0 | 4 | 0 |
| Mar 2025 | $554.3M | $554.3M | $0 | 4 | 0 |
| Sep 2024 | $472.4M | $472.4M | $0 | 3 | 0 |
| Mar 2024 | $472.4M | $472.4M | $0 | 3 | 0 |
| Jun 2023 | $400.5M | $400.5M | $0 | 3 | 0 |
| Mar 2023 | $400.5M | $400.5M | $0 | 3 | 0 |
| Mar 2022 | $446.2M | $446.2M | $0 | 3 | 0 |
| Sep 2021 | $327.7M | $327.7M | $0 | 5 | 0 |
| Mar 2021 | $327.7M | $327.7M | $0 | 5 | 0 |
| Dec 2020 | $261.6M | $261.6M | $0 | 4 | 0 |
| Dec 2020 | $261.6M | $261.6M | $0 | 4 | 0 |
| Jun 2020 | $261.6M | $261.6M | $0 | 4 | 0 |
| Mar 2020 | $261.6M | $261.6M | $0 | 4 | 0 |
DateNov 2025
Total AUM$554.3M
Discretionary$554.3M
Non-Disc.$0
Employees4
Clients0
DateJun 2025
Total AUM$554.3M
Discretionary$554.3M
Non-Disc.$0
Employees4
Clients0
DateMar 2025
Total AUM$554.3M
Discretionary$554.3M
Non-Disc.$0
Employees4
Clients0
DateSep 2024
Total AUM$472.4M
Discretionary$472.4M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$472.4M
Discretionary$472.4M
Non-Disc.$0
Employees3
Clients0
DateJun 2023
Total AUM$400.5M
Discretionary$400.5M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$400.5M
Discretionary$400.5M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$446.2M
Discretionary$446.2M
Non-Disc.$0
Employees3
Clients0
DateSep 2021
Total AUM$327.7M
Discretionary$327.7M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$327.7M
Discretionary$327.7M
Non-Disc.$0
Employees5
Clients0
DateDec 2020
Total AUM$261.6M
Discretionary$261.6M
Non-Disc.$0
Employees4
Clients0
DateDec 2020
Total AUM$261.6M
Discretionary$261.6M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$261.6M
Discretionary$261.6M
Non-Disc.$0
Employees4
Clients0
DateMar 2020
Total AUM$261.6M
Discretionary$261.6M
Non-Disc.$0
Employees4
Clients0