Usadvisors Wealth Management, Llc
- Regulatory AUM
- $483M
- Discretionary
- $483M
- Clients
- 1,901
- Avg AUM / client
- $254K
- Accounts
- 2,145
- Employees
- 15
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,818 | $337M | 69.7% |
| High net worth individuals | 83 | $147M | 30.3% |
People (13)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| W. Jillian Link | Managing Member | Jul 2010 (16y) | Less than 5% | |
| Andrew Edward Beilke | Chief Compliance Officer And Chief Operating Officer | Jan 2016 (11y) | Less than 5% | |
| Walter James Billodeaux | Registered representative | Jun 2012 (14y) | ||
| Craig Thomas Binsfield | Registered representative | Jan 2014 (13y) | ||
| Roger Antony Sexter | Registered representative | Jan 2014 (13y) | ||
| James Richard Morton | Registered representative | Chartered Financial Consultant | Nov 2014 (12y) | |
| Mikael Daniel Hallstrom | Registered representative | Oct 2015 (11y) | ||
| Shawn Patrick Cook | Registered representative | Feb 2019 (7y) | ||
| Nancy J Mc Carrell | Registered representative | CFP | Oct 2019 (7y) | |
| Timothy L Johnson | Registered representative | Jan 2020 (7y) | ||
| Denise Jean Rich | Registered representative | Dec 2020 (6y) | ||
| Stephen Alan Finn | Registered representative | Jul 2025 (1y) | ||
| Ryan Lafler | Registered representative | Oct 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Nathan D. Bergeland Revocable Living Trust | Member | Apr 2005 | 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) | 02/19/2026 | 1010 KB | 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $483M (100% of AUM) Feb 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: Feb 19, 2026.
View current Form ADV (SEC/IAPD) ↗