Wsa Affiliates, LLC

Public-record details

Address

10000 North Central Expressway, Suite 1326, Dallas, TX 75231

Phone

(214) 234-7695

Listed under

Financial planning, Hourly fees

CRD number

144108

Registration

State registered: CT, NY, TX

Compensation (Form ADV 5.E)

Hourly charges; Other (Referral Fees)

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Financial planning; Selection of other advisers

Clients reported (Form ADV 5.D)

56

Individual / high-net-worth clients

46 / 10

Employees

8

Other business activities (Form ADV 6.A)

Also active as: other financial product salesperson

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2026-03-26

State registered (CT, NY, TX) investment adviser, CRD 144108, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 144108 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.
• Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.