Overview
Assets Under Management: $287 million
Headquarters: LANSING, MI
High-Net-Worth Clients: 70
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 70
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 43.56
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,348
Discretionary Accounts: 1,337
Non-Discretionary Accounts: 11
Regulatory Filings
CRD Number: 307002
Filing ID: 1980825
Last Filing Date: 2025-04-18 12:08:00
Website: https://waadvisors.com