# A-Team Advisors

> A-Team Advisors is a state-registered investment advisory firm, registered since 2020, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 14, 2026.

- CRD: 310941
- Filed as: A-TEAM ADVISORS
- Legal name: Annie Werner LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: January 14, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/310941
- AdvisorCensus page: https://advisorcensus.com/firm/a-team-advisors-310941

## Quick answers

**How is A-Team Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), A-Team Advisors reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is A-Team Advisors registered with the SEC or a state?**
A-Team Advisors is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 310941.

**How much does A-Team Advisors manage?**
A-Team Advisors reports $71,000,000 in regulatory assets under management in its Form ADV filing dated January 14, 2026 (100% discretionary).

**What types of clients does A-Team Advisors serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (35); individuals (other than high net worth individuals) (25).

**Does A-Team Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/310941

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $71,000,000
- Discretionary: $71,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 25 | $4,500,000 |
| High net worth individuals | 35 | $66,500,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2020 (6 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [ateamadvisors.com](https://ateamadvisors.com)
- LinkedIn @ateamadvisors

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. A-Team Advisors (CRD 310941): Form ADV filing data as of October 2026.