Wsa Affiliates, Llc
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ADV data as of Mar 26, 2026
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- 56
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 8
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 46 | $0 | — |
| High net worth individuals | 10 | $0 | — |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Porter Louis Ozanne | Registered representative | Chartered Financial Consultant | Feb 2008 (18y) | |
| Christopher Tyler Sorrow | Registered representative | CFA | Dec 2008 (18y) | |
| Paul Anthony Heemann | Registered representative | Jun 2011 (15y) | ||
| Candace Cuniberti | Registered representative | CFP | Jun 2012 (14y) | |
| Roy Lee Piske | Registered representative | Mar 2020 (6y) | ||
| Marcus Whitney Magers | Registered representative | CFP | Sep 2020 (6y) | |
| Marshall Tyler Ozanne | Registered representative | CFP | Oct 2023 (3y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 1.25 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Hourly charges
- • Other fees
- • REFERRAL FEES
Services
- • Financial planning services
- • Selection of other advisers
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗