WFA Asset Management Corp

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WFA Asset Management Corp — overview

About

WFA Asset Management Corp is a US-based asset manager located in Whitefish Bay, WI. It provides investment advisory services to its clients on both a discretionary and non-discretionary basis. The services it offers include asset management, financial planning, tax planning, insurance planning and consulting services. The asset manager advises individuals, families and businesses. In Q4 2025, WFA Asset Management Corp was acquired by Annex Wealth Management, a Brookfield, Wisconsin-based wealth manager.

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