Wfa Asset Management Corp
CRD 106102SEC# 801-44808Whitefish Bay, WI
No longer SEC-registered. Wfa Asset Management Corp appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$439.3M
Employees
8
Accounts
1,447
Location
Whitefish Bay, WI
Wfa Asset Management Corp assets under management
Wfa Asset Management Corp operates as an SEC-registered investment adviser based in Whitefish Bay, WI. It reports $439.3 million in regulatory assets under management and employs 8 people.
Wfa Asset Management Corp owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Marilou Davido Control | Vice President And Chief Compliance Officer | 10-25% | 2018 |
| Nicholas Enea Control | President | Over 75% | 1993 |
Frequently asked questions
How much does Wfa Asset Management Corp manage?
Wfa Asset Management Corp reports $439.3 million in regulatory assets under management on its Form ADV.
How many employees does Wfa Asset Management Corp have?
Wfa Asset Management Corp reports 8 employees.
Where is Wfa Asset Management Corp located?
Wfa Asset Management Corp is based in Whitefish Bay, WI.
Does Wfa Asset Management Corp disclose fund performance?
Wfa Asset Management Corp is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 633 E. Henry Clay Street, Whitefish Bay, WI 53217 |
| Office hours | 8:00a.m. To 5:00 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$439.3MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 51%
Larger than 49% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$439.3Mregulatory AUM
Discretionary $424.9MNon-discretionary $14.5M