Investment adviser · CRD 106102
WFA ASSET MANAGEMENT CORP
Investment adviser filing (IA)
WHITEFISH BAY, WI, United States · Form ADV filed Mar 24, 2025
- Regulatory AUM
- $439M Form ADV · Item 5.F
- Client accounts
- 1,447 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 111 | $289,343,832 | 65.9% |
| Individuals | 360 | $148,463,547 | 33.8% |
| Retirement plans | Fewer than 5 | $1,068,495 | 0.2% |
| Other clients | Fewer than 5 | $459,258 | 0.1% |
Filing source
Form ADV 1926547 · Mar 24, 2025 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 24, 2025. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly
Principal office
633 E. HENRY CLAY STREETWHITEFISH BAY, WI, 53217, United States
CRD 106102
Filing source
Form ADV 1926547 · Mar 24, 2025 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.