Wna Wealth Advisors, Inc. (Hinsdale)

Name: Wna Wealth Advisors, Inc.
Address: 120 E Ogden Ave, Hinsdale, IL, 60521
Telephone: 630-455-0600

Wna Wealth Advisors, Inc. is a large advisory firm based in Hinsdale. It manages $355.28 million of regulatory assets for 863 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Florida, Illinois, Indiana, and Wisconsin.

Wna Wealth Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and management of private equity fund. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Wna Wealth Advisors: assets under management

The assets under management (AUM) of Wna Wealth Advisors, Inc. is $355.28 million. The firm's AUM has grown by 124% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $288.88 million in discretionary accounts and $66.4 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $343.5 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $3.02 million.

Wna Wealth Advisors has custody of $2.51 million in cash and securities for 32 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Wna Wealth Advisors, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Wna Wealth Advisors, Inc.

Robert Alfred Westrick has been acting as President since 1 Jan 2005. Michael Joseph Mccabe joined the executive team most recently as the Vp Treasurer & Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Michael Joseph Mccabe	Vp-treasurer & chief compliance officer	1 Aug 1993	Other	2161869
Robert Alfred Westrick	President	1 Jan 2005	75% - 100%	2204177

Based in Hinsdale

The principal office where Wna Wealth Advisors, Inc. performs its advisory services is located at 120 E Ogden Ave, Hinsdale, IL 60521, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 630-455-0600 or by fax 630-455-0917. The normal business hours are 8:30 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at wnawealth.com.