# WEA Financial Advisors, Inc.

> WEA Financial Advisors, Inc. is an SEC-registered investment advisory firm in Madison, WI, registered since 2020, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated July 6, 2026.

- CRD: 144919
- Filed as: WEA FINANCIAL ADVISORS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Madison, WI
- Filing period: October 2026
- Form ADV filing dated: July 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/144919
- AdvisorCensus page: https://advisorcensus.com/firm/wea-financial-advisors-inc-madison-wi-144919

## Quick answers

**How is WEA Financial Advisors, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), WEA Financial Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is WEA Financial Advisors, Inc. located?**
WEA Financial Advisors, Inc.'s principal office is in Madison, WI, according to its Form ADV.

**Is WEA Financial Advisors, Inc. registered with the SEC or a state?**
WEA Financial Advisors, Inc. is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 144919.

**How much does WEA Financial Advisors, Inc. manage?**
WEA Financial Advisors, Inc. reports $507,804,171 in regulatory assets under management in its Form ADV filing dated July 6, 2026 (100% discretionary).

**How have WEA Financial Advisors, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for WEA Financial Advisors, Inc.: Regulatory assets under management: $327,704,153 in the October 2021 data and $507,804,171 in the October 2026 data, up 55%. Total employees: 5 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does WEA Financial Advisors, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (616); pension and profit sharing plans (but not the plan participants or government pension plans) (2).

**Which custodians does WEA Financial Advisors, Inc. use?**
WEA Financial Advisors, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists American Trust Custody and Matrix Trust Company as custodians holding 10% or more of its separately managed account assets.

**Does WEA Financial Advisors, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/144919

**Does WEA Financial Advisors, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated March 18, 2026 says: "The Advisor does not have a minimum account size that is required before the Advisor will accept a client or client account."

**What changed in WEA Financial Advisors, Inc.'s recent Form ADV filings?**
In the August 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated March 18, 2026)

- Account minimum: None

> The Advisor does not have a minimum account size that is required before the Advisor will accept a client or client account.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- American Trust Custody
- Matrix Trust Company

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $507,804,171
- Discretionary: $507,804,171
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 616 | $65,468,442 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $442,335,729 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Other

### Firm details
- Registered since: 2020 (6 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, AZ, CA, CO, FL, IL, LA, MI, MN, NE, NH, NV, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- weabenefits.com
- Facebook @weabenefits
- Instagram @weamemberbenefits
- LinkedIn @wea-trust-member-benefits
- X @weabenefits
- YouTube @WEABenefits

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $327,704,153 | 5 | September 29, 2021 |
| October 2022 | $446,229,963 | 3 | March 30, 2022 |
| October 2023 | $400,469,937 | 3 | June 26, 2023 |
| October 2024 | $472,404,489 | 3 | September 19, 2024 |
| October 2025 | $554,283,162 | 4 | June 25, 2025 |
| October 2026 | $507,804,171 | 4 | July 6, 2026 |

Regulatory assets under management: $327,704,153 in the October 2021 data and $507,804,171 in the October 2026 data, up 55%.
Total employees: 5 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Employees performing advisory functions went from 3 to 4.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. WEA Financial Advisors, Inc. (CRD 144919): Form ADV filing data as of October 2026.