CRD: 158108
Usadvisors Wealth Management, LLC
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- Custodian
- Charles Schwab & Company · Pershing · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-28-2011
- Office Locations
- 8
Office Locations
About Usadvisors Wealth Management, LLC
USAdvisors Wealth Management supports independent investment advisors with technology, education, and practice infrastructure to deliver objective investment guidance efficiently. The firm emphasizes asset allocation and risk management, using mutual funds and ETFs, and serves retail clients including business owners and entrepreneurs. Custody relationships include Charles Schwab and Pershing.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ANDREW EDWARD BEILKE
Chief Compliance Officer, CHIEF OPERATING OFFICER
- CRD
- #5672444
- Ownership
- Less than 5%
W. JILLIAN LINK
Managing Member
- CRD
- #4149386
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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WALTER JAMES BILLODEAUX
Financial Advisor
- CRD
- #4995248
CRAIG THOMAS BINSFIELD
President
- CRD
- #1362991
Showing 2 of 13 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $483,345,924 | $225,336 |
| Non-Discretionary | $0 | -- |
| Total | $483,345,924 | $225,336 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | 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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