Wea Financial Advisors, Inc.
- Regulatory AUM
- $508M
- Discretionary
- $508M
- Clients
- 618
- Avg AUM / client
- $822K
- Accounts
- 616
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Jul 06, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 616 | $65.5M | 12.9% |
| Pension and profit sharing plans | 2 | $442M | 87.1% |
People (14)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kijek, David, Roy | Ceo | Aug 2007 (19y) | Less than 5% | |
| Lehmann, Robert, John | Trustee | Aug 2007 (19y) | Less than 5% | |
| Brown, Suzanne, Lee | Trustee | Sep 2017 (9y) | Less than 5% | |
| Bender, Boyd, Griswold | Chief Compliance Officer | Feb 2021 (6y) | Less than 5% | |
| Schiller, Kristina, Rae | Secretary | Jan 2022 (5y) | Less than 5% | |
| Olsen Wirtz, Peggy, Lynn | Trustee | Jun 2022 (4y) | Less than 5% | |
| Ugoretz, Nathan, Lake | Trustee | Jun 2022 (4y) | Less than 5% | |
| Lor, Maiwa | Trustee | Jun 2023 (3y) | Less than 5% | |
| Hoffmann, Mary, Ellen | Chief Financial Officer | Mar 2024 (2y) | Less than 5% | |
| Martinez, Jesse, Andrew | Trustee | Jun 2024 (2y) | Less than 5% | |
| Wilcox, Thomas, Jon | Trustee | Jun 2024 (2y) | Less than 5% | |
| Andrea Lynn Hartwig | Registered representative | Jun 2017 (9y) | ||
| Anna Kayla Edelstein | Registered representative | CFP | Nov 2020 (6y) | |
| Nadia I Brown | Registered representative | Jan 2026 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Wea Member Benefit Trust | Parent Trust Company For Wea Financial Advisors, Inc. | Aug 2007 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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) | 07/06/2026 | 1.07 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
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Other services
Custody
Reported custodians
- Newport Trust Company $498M (90% of AUM) Nov 2025
- Matrix Trust Company $442M (87% of AUM) Jul 2026
- Mid Atlantic Trust Company $262M (100% of AUM) Dec 2020
- American Trust Custody $65.5M (13% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 06, 2026.
View current Form ADV (SEC/IAPD) ↗