Trustee · WEA Financial Advisors, Inc.
Abie Z. Vang
CRD 8298598 · Named on Form ADV at one SEC-registered adviser
At a glance
WEA Financial Advisors, Inc., an SEC-registered asset manager based in Madison, WI with $508 million in regulatory assets, lists Abie Z. Vang on its Form ADV as Trustee, a control person.
Firms and roles
- WEA Financial Advisors, Inc.TrusteeAsset manager · Madison, WI · $508M in regulatory assets
AtlasMembers
Abie’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (10)
- Mary E. HoffmannChief Financial Officer, WEA Financial Advisors, Inc.
- Boyd G. BenderChief Compliance Officer, WEA Financial Advisors, Inc.
- Kristina R. SchillerSecretary, WEA Financial Advisors, Inc.
- Maiwa LorTrustee, WEA Financial Advisors, Inc.
- Peggy L. Olsen-WirtzTrustee, WEA Financial Advisors, Inc.
5 more people named with Abie on the same filings, with titles and firms. Free in Atlas with a free account.
See all 10 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Abie’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.