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
5
Active participants
183,691
Total plan assets
$26.6B
Filings (rows)
5
Direct comp
$188K
Indirect comp
$0
SERVICES PROVIDED
Broker3
Other2
Top plans served
All 5 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| ADVOCATE AURORA HEALTH, INC ADVOCATE AURORA HEALTH 401(K) PLAN | MILWAUKEE, WI | Other NONE | 83,445 | $10.5B | $41K |
| ADVOCATE AURORA HEALTH, INC ADVOCATE AURORA HEALTH 401(K) PLAN | MILWAUKEE, WI | Other NONE | 80,015 | $9.1B | $24K |
| THE MEDICAL COLLEGE OF WISCONSIN, INC. THE MEDICAL COLLEGE OF WISCONSIN, INC. RETIREMENT PLAN | MILWAUKEE, WI | Broker SECURITIES BROKER | 6,844 | $2.6B | $53K |
| THE MEDICAL COLLEGE OF WISCONSIN, INC. THE MEDICAL COLLEGE OF WISCONSIN, INC. RETIREMENT PLAN | MILWAUKEE, WI | Broker SECURITIES BROKER | 6,796 | $2.3B | $40K |
| THE MEDICAL COLLEGE OF WISCONSIN, INC. THE MEDICAL COLLEGE OF WISCONSIN, INC. RETIREMENT PLAN | MILWAUKEE, WI | Broker SECURITIES BROKER | 6,591 | $2.0B | $31K |