Data / Investment advisers / Wisconsin / Wea Financial Advisors, Inc.
Wea Financial Advisors, Inc., Madison, WI: $508 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Wea Financial Advisors, Inc. is an SEC registered investment adviser with its main office in Madison, Wisconsin and reports $508 million in regulatory assets under management in its Form ADV filed July 6, 2026. Its clients include pension and profit sharing plans and individuals. It is paid through a percentage of assets under management and hourly charges.
The request: Watch Wea Financial Advisors, Inc. (CRD number 144919): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 144919
- SEC file number
- 801-118359
- SEC status
- Approved, effective April 2, 2020
- Main office
- 660 John Nolen Drive, Madison, WI 53713
- Phone
- (800) 279-4030
- Regulatory AUM
- $507,804,171 in the Form ADV filed July 6, 2026
- Discretionary AUM
- $507,804,171
- Accounts
- 616
- Employees
- 4, of which 4 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 6, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 2 | $442.3 million |
| Individuals (other than high net worth individuals) | 616 | $65.5 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $507.8 million | March 18, 2026 |
| December 1, 2025 | $554.3 million | November 17, 2025 |
Other advisers in Madison
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Madison Partners | Madison | $1.30 billion | Not listed | adviserinfo.sec.gov |
| Goldstein Advisors, LLC | Madison | $1.08 billion | Not listed | adviserinfo.sec.gov |
| Park Capital Management, LLC | Madison | $868 million | Not listed | adviserinfo.sec.gov |
| Poehling Capital Management, Inc. | Madison | $591.3 million | Not listed | adviserinfo.sec.gov |
| Enrich Financial Partners LLC | Madison | $556.8 million | Not listed | adviserinfo.sec.gov |
| John F Suby Wealth Management LLC | Madison | $464.9 million | Not listed | adviserinfo.sec.gov |
| Ecio, Inc. | Madison | $395.6 million | Not listed | adviserinfo.sec.gov |
| Atlatl Advisers | Madison | $392.7 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Madison, WI
- Investment advisers in Wisconsin
- Advisers with $500 million to $1 billion in AUM
- Advisers serving pension and profit sharing plans
- Advisers serving individuals
- Wea Financial Advisors, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.