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Chief Financial Officer · WEA Financial Advisors, Inc.

Mary E. Hoffmann

CRD 4514215 · 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 Mary E. Hoffmann on its Form ADV as Chief Financial Officer, a control person.

Firms and roles

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Mary’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)

5 more people named with Mary on the same filings, with titles and firms. Free in Atlas with a free account.

See all 10 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Mary’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.