WEA FINANCIAL ADVISORS, INC.
Firm details
- Headquarters
- MADISON, Wisconsin
- CRD number
- 144919
- Registered since
- April 2, 2020
- Website
- weabenefits.com
- Custodians
- MATRIX SECURITIES, INC., AMERICAN TRUST CUSTODY
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Pension & Profit Sharing Plans87.11%
- Individuals12.89%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
WEA Financial Advisors, Inc. is a privately held corporate RIA that registered with the SEC in 2020. The firm serves both individual and family clients as well as institutional accounts, and its advisory services include financial planning, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. Fee arrangements combine a percentage of assets under management with hourly charges. The firm reports affiliations with a broker‑dealer and an insurance company and does not describe itself as an active ESG investor or a multi‑state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds61%
- Other33%
- Exchange Traded Equities6%
Owners & executives
2 of 2Mary Hoffmann
Chief Financial OfficerCRD 4514215
DAVID KIJEK
President, CEOCRD 4853017
Contacts
3 of 12Nadia Brown
Financial Planning SpecialistCRD 8050861
Kathleen Mahoney
DirectorCRD 8120398
Peggy Olsen-Wirtz
TrusteeCRD 7641439
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MADISON, WI
DANE
Location
MADISON, WI
Headquartered in MADISON, WI, anchoring the Madison-Janesville-Beloit, WI metro in the Midwest.
- Metro area
- Madison-Janesville-Beloit, WI
- Region
- Midwest
- County
- DANE
- Address
- 660 John Nolen Dr
- Time zone
- CT (UTC-6)
- Office locations
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