The WFAS is a privately held investment adviser that advises $47.97Bn in regulatory assets under management held in 0 SEC fund types across 1 investment strategies. WFAS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 108.58% over the last 5-years.
The Group has been registered with the SEC for 17.7 years and is comprised of 2 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 261 HAMILTON AVE., PALO ALTO, CALIFORNIA. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 453 employees comprised of 42 investment and 411 non-investment staff. The total number of Employees increased by 108.76% over the last 5-years.
Their $47.97Bn in assets advised are owned by 0 private funds, 1 public fund and BDCs and 39 other accounts. Assets of Individuals clients own $30.25Bn or 63.05% of Total Assets and High Net Worth Individuals own $17.19Bn or 35.83% of Total Assets.
The Group's top investment strategies include FI/Credit - Diverse, representing 100% of total assets, respectively.
They advise 5 types of clients, top clients are Individuals and High Net Worth Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees.
WFAS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.