WFA Asset Management

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

183,691

Total plan assets

$26.6B

Filings (rows)

Direct comp

$188K

Indirect comp

SERVICES PROVIDED

Broker3

Investment manager2

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Advocate Aurora Health, Inc. Advocate Aurora Health 401(k) Plan · all filings	MILWAUKEE, WI	Investment manager	83,445	$10.5B	$41K	$0
Advocate Aurora Health, Inc. Advocate Aurora Health 401(k) Plan · all filings	MILWAUKEE, WI	Investment manager	80,015	$9.1B	$24K	$0
The Medical College of Wisconsin, Inc. The Medical College of Wisconsin, Inc. Retirement Plan · all filings	MILWAUKEE, WI	Broker	6,844	$2.6B	$53K	$0
The Medical College of Wisconsin, Inc. The Medical College of Wisconsin, Inc. Retirement Plan · all filings	MILWAUKEE, WI	Broker	6,796	$2.3B	$40K	$0
The Medical College of Wisconsin, Inc. The Medical College of Wisconsin, Inc. Retirement Plan · all filings	MILWAUKEE, WI	Broker	6,591	$2.0B	$31K	$0