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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-07-2015
- Office Locations
- 1
Office Locations
About WWA Planning & Investments
WWA Planning & Investments is an owner-led, CFP-driven advisory firm providing investment management and strategic wealth planning. The team builds goal-based, tax-efficient plans and portfolios using ETFs and mutual funds, paired with ongoing planning guidance. Works with individuals and families seeking a long-term trusted-advisor relationship; commonly custody through Charles Schwab. Prospects can book meetings online via Acuity Scheduling.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JALENE THOMPSON HAHN
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #4914113
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Patrick Andrews
Financial Planner
- CRD
- #7438869
Andrew John Pajakowski
Associate
- CRD
- #7347070
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $105,145,837 | -- |
| Non-Discretionary | $535,216 | -- |
| Total | $105,681,053 | -- |
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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 |
| Total | Available | Available |
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