Assets Under Management
$94.6B
Number of Clients
70,834
Number of Advisors
833
Average Client AUM
$1.3M
AUM per Advisor
$113.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
WEAS provides asset management through a wrap-fee program, financial planning, and referrals to third-party managers. Fees vary but do not exceed 2% of AUM. WEAS also offers investment advice on publicly and privately listed securities.
505 N Highway 169, Suite 900, Plymouth, MN, 55441