WFA Asset Management
- Company typePrivate
- Founded1986
- HeadquartersMilwaukee, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
WFA Asset Management firmographics
Firmographics- Name
- WFA Asset Management
- Legal name
- WFA Asset Management
- Website
- https://wfa-asset.com
- Company type
- Private
- Founded year
- 1986
- Operating status
- Acquired
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
WFA Asset Management industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Private Client/High-Net-Worth Advisory (FSAEAAAN)
Keywords
Where WFA Asset Management is headquartered
LocationHeadquarters
- HQ city
- Milwaukee
- HQ country
- United States
- HQ region
- North America
Markets served
WFA Asset Management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales
Distribution channels1 record
WFA Asset Management product offering
Product offeringCore offering
WFA Asset Management is a wealth management firm that provides personalized investment management, retirement planning, tax preparation, and estate planning services to individual clients and families. The firm operates through direct client relationships and integrates with third-party wealth management technology platforms, including Tamarac and eMoney, to deliver portfolio access and financial planning tools.
Product overview
WFA Asset Management is a wealth management firm that provides personalized financial planning and investment management services, with a focus on individual retirement plan needs. The firm integrates with third-party wealth management technology platforms to deliver services to its clients. Upon joining Annex Wealth Management, clients gain access to expanded service offerings and additional professional resources while maintaining access to their existing account management tools.
Differentiator
Problem solved
Functional benefit
Products and services
- Investment Management Personalized portfolio management services for individual clients, providing access to portfolio tools via the Tamarac Portfolio & Client Vault portal.
- Retirement Planning Customized retirement planning focused on individual retirement plan needs, including strategic guidance for retirement readiness and income planning.
- Estate Planning Estate planning services to help individual clients structure and manage wealth transfer as part of a comprehensive financial plan.
- Tax Preparation Tax preparation and tax planning services delivered as part of the firm's comprehensive wealth management offering for individual clients.
- Comprehensive Financial Planning Holistic financial planning offering that integrates investment, retirement, tax, and estate considerations, supported by the eMoney Financial Plan platform for clients.
Companies that use WFA Asset Management
Customer profileSegments1 record
Ideal customer profiles1 record
WFA Asset Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
WFA Asset Management partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Annex Wealth ManagementcoreWFA Asset Management joined the Annex Wealth Management team, allowing clients to benefit from greater personalized attention and access to expanded service offerings. The partnership provides clients with access to Annex's streamlined operations, deep bench of professionals, and leading-edge technology innovation and security. Clients can access Portfolio & Client Vault Access and eMoney Financial Plan portals through this partnership.
Recent moves3 records
Expansion highlights3 records
WFA Asset Management competitors and assessment
Company assessmentBroad incumbents
- Mariner Wealth Advisors: National RIA consolidator offering comprehensive financial planning, investment management, tax, and estate services to individuals and families — competes for the same affluent/HNW segment through both organic and acquired books.
- Creative Planning: Large national fee-only RIA offering holistic wealth, tax, and estate planning to individuals and families — operates at much greater scale but in the same category and competes for the same HNW and affluent households in the Midwest.
- Cetera Financial Group: Large IBD and RIA support platform serving individual investors with retirement and wealth planning — comparable through the lens of independent advisors serving Individuals & Families, though Cetera is more open-architecture than WFA's fee-only approach.
- Carson Group: National RIA and wealth management firm that supports advisors serving individuals and families with retirement, investment, and financial planning — overlaps directly with WFA's client base and service model.
Direct peers
- Savant Wealth Management: Midwest-based fee-only RIA with a similar client profile of individuals and families needing comprehensive financial planning, tax, and investment management — directly comparable in service mix and Midwestern footprint.
- Halbert Hargrove: Fee-only RIA providing investment management, retirement, tax, and estate planning to individuals and families — closely comparable in size, fiduciary model, and holistic service approach to WFA Asset Management.
- Annex Wealth Management: Direct parent and now operating counterpart — fee-only fiduciary RIA serving Individuals & Families in Wisconsin, Illinois, and Florida with the same investment, retirement, tax, and estate planning capabilities that WFA Asset Management offered pre-acquisition.
- Buckingham Strategic Wealth: Fee-only fiduciary RIA offering comprehensive wealth management including investment, retirement, tax, and estate planning to individuals — directly comparable service offering and target client profile.
Regional players
- Robert W. Baird & Co. (Wealth Management): Regional brokerage and wealth management firm headquartered in Milwaukee with strong Wisconsin presence — competes for the same Individuals & Families segment with investment, retirement, and financial planning services.
Others
- LPL Financial: Largest independent broker-dealer in the U.S., providing infrastructure (custody, technology, compliance) to thousands of independent RIAs — adjacent comparable given WFA's reliance on third-party platforms (Tamarac, eMoney) for service delivery.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks6 records
Key highlights5 records
Customer concentration
WFA Asset Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
WFA Asset Management leadership team
Management profileNumber of profiles
WFA Asset Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
WFA Asset Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about WFA Asset Management
What does WFA Asset Management do?
WFA Asset Management is a wealth management firm that provides personalized investment management, retirement planning, tax preparation, and estate planning services to individual clients and families. The firm operates through direct client relationships and integrates with third-party wealth management technology platforms, including Tamarac and eMoney, to deliver portfolio access and financial planning tools.
Is WFA Asset Management a public or private company?
WFA Asset Management is a private company. It is classified as corporate owned and is currently acquired.
When was WFA Asset Management founded?
WFA Asset Management was founded in 1986. It employs 1 to 10 people.
Where is WFA Asset Management based?
WFA Asset Management is headquartered in Milwaukee, United States, in the North America region.
Who are WFA Asset Management's main competitors?
Broad incumbents on record are Mariner Wealth Advisors, Creative Planning, Cetera Financial Group and Carson Group. Direct peers are Savant Wealth Management, Halbert Hargrove, Annex Wealth Management and Buckingham Strategic Wealth. Robert W. Baird & Co. (Wealth Management) is listed as a regional player. LPL Financial is listed as an others.
Does WFA Asset Management have an API?
No public API is recorded for WFA Asset Management.
What industry is WFA Asset Management in?
WFA Asset Management's product category is Wealth Management. Its primary akta.pro industry code is FSAEAAAN, Private Client/High-Net-Worth Advisory. Its NAICS code is 52394 and its SIC code is 6282.