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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-11-2023
- Office Locations
- 7
Office Locations
About Fefa Financial
FEFA Financial provides retirement-focused financial planning and investment advisory services (via VCI Wealth Management, an SEC-registered RIA), complemented by insurance solutions through FEFA Advisors. The team-based model pairs Retirement Advisors with Planning Advisors and supports clients nationally through a virtual office and Orion client portal. FEFA also runs retirement planning seminars across the country, including guidance on employer benefits and tax-efficient retirement strategies.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
WAYNE ROBERT ATKINS JR.
Chief Compliance Officer
- CRD
- #7604923
- Ownership
- Less than 5%
PATRICK CHRISTOPHER STRADTMAN
Chief Operating Officer, Financial Advisor
- CRD
- #7049768
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Cesar Navarette Adame
--
- CRD
- #7852970
Trisha Joy Adame
--
- CRD
- #7394835
Showing 2 of 22 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $435,258,041 | $113,437 |
| Non-Discretionary | $0 | -- |
| Total | $435,258,041 | $113,437 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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