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 corporate SEC-registered investment adviser (registered in 2020) that serves both individual/family and institutional clients. The firm offers financial planning and portfolio management for individuals and small businesses, and it also manages pooled investment vehicles. Its fee model includes percentage-of-AUM billing alongside hourly charges. FINTRX classifies the firm as unclassified; it is neither a capital allocator nor a multi-state adviser and does not identify as an active ESG investor. The firm has industry ties to a broker-dealer and an insurance company and is owned by a combination of a domestic entity and an individual.
Assets & Accounts
Investments & Alternatives
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
Karim Habib
Chief Executive OfficerCRD 8307727
Contacts
3 of 12
Anna Edelstein
Financial Planning SpecialistCRD 5969791
Andrea Hartwig
Financial AdvisorCRD 4609529
Boyd Bender
Vice President of Retirement and Investment ServicesCRD 3082505
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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