Investment adviser · CRD 106792

WNA WEALTH ADVISORS, INC.

Investment adviser filing (IA)

HINSDALE, IL, United States · Form ADV filed Apr 20, 2016

Regulatory AUM
$355M
Form ADV · Item 5.F
Client accounts
863
Accounts, not individual clients
Employees
5
Reported in this filing
Advisory professionals
4
Investment advisory functions

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

WNA PRIVATE EQUITY FUND A, LLCPrivate Equity Fund · Last reported Apr 20, 2016$2.51MGross asset value
Custodian MILLENNIUM TRUST COMPANY OAK BROOK, Illinois, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-9197827893
Reported beneficial owners
32
Minimum commitment
$50K

Form ADV 1012033 · Apr 20, 2016 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Apr 20, 2016. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting

Compensation

Percentage of assets · Hourly · Fixed

Principal office

120 E OGDEN AVE, STE 130
HINSDALE, IL, 60521, United States

CRD 106792

Filing source

Form ADV 1012033 · Apr 20, 2016 · 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.