Wfa Asset Management Corp.
WFA Asset Management Corporation is a fee-only, SEC-registered investment adviser headquartered in Whitefish Bay, Wisconsin. Originally tracing its roots to the mid-1980s as Wisconsin Financial Advisors, the firm was formally founded as WFA in 1986 and has since grown into a full-service investment and financial advisory firm. With a team of about 8 employees, including licensed investment and tax advisers, WFA provides fiduciary financial planning and investment management services, primarily to individuals and high net worth clients, serving Southeastern Wisconsin and clients nationwide.
Investment Strategy
WFA Asset Management takes a personalized approach to investment and financial planning, building financial plans tailored to individual client objectives and circumstances. As a registered investment adviser, WFA acts under fiduciary duty, providing unbiased and objective advice and prioritizing clients' best interests. The firm incorporates a broad array of strategies for wealth and asset management, adapting to changing market conditions and leveraging industry expertise to help clients reach long-term financial independence. Investment recommendations are guided by financial planning principles and may include equities, fixed income, and diversified asset allocations aligned with each client's goals and risk tolerance.
Top Holdings
Equity Positions (206)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHD | SCHWAB STRATEGIC TR | 15.90% | $28.1M | 361,677 | $26.47 | $26.50 | -$5.5M |
S SPYG | SPDR SER TR | 11.13% | $19.7M | 245,689 | $71.75 | $95.32 | -$955.7K |
X XMHQ | INVESCO EXCHANGE TRADED FD T | 7.78% | $13.8M | 141,758 | $98.44 | $98.24 | +$10.8M |
B BBLU | EA SERIES TRUST | 7.42% | $13.1M | 1,088,904 | $12.64 | $13.75 | +$5.1M |
I IWL | ISHARES TR | 6.93% | $12.3M | 91,536 | $115.60 | $153.12 | +$335.0K |