Wea Financial Advisors, Inc.
● SEC registered since 2020CRD 144919SEC# 801-118359Madison, WI
Reg. AUM
$507.8M
Employees
4
Accounts
616
Location
Madison, WI
Wea Financial Advisors, Inc. assets under management
Wea Financial Advisors, Inc. is a registered investment adviser overseen by the SEC based in Madison, WI. The firm has been registered since 2020. It reports $507.8 million in regulatory assets under management and employs 4 people.
Wea Financial Advisors, Inc. owners & executives
12 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Boyd Griswold Bender Control | Chief Compliance Officer | Under 5% | 2021 |
| David Roy Kijek Control | Ceo | Under 5% | 2007 |
| Jesse Andrew Martinez Control | Trustee | Under 5% | 2024 |
See all 12 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Wea Financial Advisors, Inc. manage?
Wea Financial Advisors, Inc. reports $507.8 million in regulatory assets under management on its Form ADV.
How many employees does Wea Financial Advisors, Inc. have?
Wea Financial Advisors, Inc. reports 4 employees.
Where is Wea Financial Advisors, Inc. located?
Wea Financial Advisors, Inc. is based in Madison, WI and has been SEC-registered since 2020.
Does Wea Financial Advisors, Inc. disclose fund performance?
Wea Financial Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 660 John Nolen Drive, Madison, WI 53713 |
| Phone | 800-279-4030 |
| Fax | 608-237-2529 |
| Office hours | 7:30 - 5 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$507.8M▼ 8%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 48%
Larger than 52% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$507.8Mregulatory AUM
Discretionary $507.8M