WSA AFFILIATES, LLC

Overview

WSA Affiliates, LLC operates as an independent advisory firm focused on serving individual and family clients through financial planning and by selecting outside advisers and managers. The firm functions as a capital allocator rather than a traditional large-scale asset manager: it charges hourly and other non-AUM-based fees and appears to act as an intermediary that places client assets with third-party managers and product providers. Its business activities include selling other financial products and coordinating specialist advisers, which suggests the firm emphasizes advice, planning and manager selection over holding custody of broad discretionary mandates. The firm is not positioned as an ESG investor, and it does not identify itself as a pension consultant or related adviser. Given the stated emphasis on selection of other advisers, WSA Affiliates, LLC is likely to lean on external fund managers and insurance companies for execution of alternative strategies and structured products while retaining a planning and oversight role for clients.

Assets & Accounts

Investments & Alternatives

Location & Offices