Nathan Lake Ugoretz
TrusteeWea Financial Advisors, Inc.CRD 7641425
About Nathan Lake Ugoretz
Nathan Lake Ugoretz is listed as Trustee at Wea Financial Advisors, Inc. in Madison, WI. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Wea Financial Advisors, Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Nathan Lake Ugoretz work?
Nathan Lake Ugoretz is listed as Trustee at Wea Financial Advisors, Inc. on SEC Form ADV.
How much of Wea Financial Advisors, Inc. does Nathan Lake Ugoretz own?
Form ADV reports a beneficial ownership band of Under 5%.
Wea Financial Advisors, Inc.
| Title | Trustee |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2022 |