WEALTH ADVISORS NETWORK, INC.

RIASEC RegisteredEst. 2017

Total AUM

$300M

Discretionary

$297M

99% of AUM

Avg account

$406K

Accounts

740

Employees

Advisory reps

Firm details

Headquarters: HASTINGS, Nebraska
CRD number: 113836
Registered since: October 19, 2017
Website: www.wealthadvisorsnetwork.net
Custodians: NATIONAL FINANCIAL SERVICES LLC, ASCENSUS TRUST
Fee structure: Percentage of AUM, Other
Client types: HNWI55.58%
Individuals30.94%
Pension & Profit Sharing Plans10.01%
Charitable Organizations2.59%
Corporations / Businesses0.88%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Wealth Advisors Network, Inc. is an independent, SEC-registered registered investment adviser that has been operating since 2017. Structured as a corporation and owned by an individual, the firm acts as a capital allocator and serves both individual/family clients and institutional accounts. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. The firm charges fees based on a percentage of assets under management and other arrangements, and it also conducts business as a registered representative of a broker‑dealer and as an insurance broker. The firm is not identified as an active ESG investor.