WEA Investment Services, Inc.

Overview

WEA Investment Services, Inc. is organized as a corporation and has been registered with the SEC since 2003. Public records identify its ownership as a combination of a domestic entity and an individual. The firm is classified as unclassified in the data source. The firm does not appear to operate as a capital allocator and is not identified as an active ESG investor. It is not listed as a multi-state adviser, a pension consultant, or a related adviser to another registered firm. Available disclosures about the firm’s advisory activities, client segments, fee model, and business lines are sparse.

Assets & Accounts

Location & Offices