Wea Financial Advisors, Inc.
Wea Financial Advisors, Inc. (CRD# 144919) is a financial advisory firm headquartered in Madison, WI. They manage $400,469,937 in 666 accounts and serve the financial needs of clients across 14 states (or territories).
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Total Assets Under Management400MILLION
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Total Number of Accounts666ACCOUNTS
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Average Account Value$601,306
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Other
AK, AZ, CA, CO, FL, IL, LA, MI, MN, NE, NH, NV, TX, WI
Brenda Echeverria (CRD# 4375224) is an Investment Advisor Representative working at Wea Financial Advisors, Inc. in Madison, WI and has over 22 years of experience in the finance industry.
Anna Edelstein (CRD# 5969791) is an Investment Advisor Representative working at Wea Financial Advisors, Inc. in Madison, WI and has over 12 years of experience in the finance industry.
Andrea Hartwig (CRD# 4609529) is an Investment Advisor Representative working at Wea Financial Advisors, Inc. in Madison, WI and has over 18 years of experience in the finance industry.