Assets Under Management
$56.3B
Number of Clients
17,488
Number of Advisors
351
Average Client AUM
$3.2M
AUM per Advisor
$160.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
WIA provides continuous advice based on individual client needs, developing personal investment policies and managing portfolios accordingly. They offer access to third-party money managers and WealthPath models. Financial planning services are also available, addressing various aspects of a client's financial life. WIA also offers investment data storage and reporting services.
24 E. Cota Street, Suite 200, Santa Barbara, CA, 93101