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WEA FINANCIAL ADVISORS, INC.

MADISON, WI · CRD 144919 · IAPD ↗ · 800-279-4030

$507.8MRegulatory AUM
4Advisory reps
4Employees
0Clients
More than 500Planning clients
0Private funds
14States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2025 — WEA FINANCIAL ADVISORS, INC. crossed $500M in regulatory AUM ($472.4M -> $554.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.