Full text of WEA INVESTMENT SERVICES, INC.'s X-17A-5 filed 2025-02-27 (period 2024-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ **FINANCIAL REPORT** December 31, 2024  {1}------------------------------------------------ | | W | | 53713 | | | |--------------------------------------------------|--------------------------|-----------------------------------------------------------------------------------------------------------------------------------------------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|--|--| | | (Zip Code)<br>(State) | | | | | | | | | | | | | | | | mhoffmann@weabenefits.com | | | | | | (Email Address) | | | | | | | | | | | | | | | | | | | | | | | | | | | | | 60604 | | | | (City) | | (State) | (Zip Code) | | | | | | | | | | | (Date of Registration with PCAOB)(if applicable) | | | | | | | | | | (PCAOB Registration Number, if applicable) | | | | | FOR OFFICIAL USE ONLY | | | | | | | 141 W. Jackson Boulevard | (No. and Street)<br>PERSON TO CONTACT WITH REGARD TO THIS FILING<br>608-709-4537<br>(Area Code - Telephone Number)<br>Ryan & Juraska LLP, CPAs<br>Chicago | B. ACCOUNTANT IDENTIFICATION<br>INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing*<br>(Name - if individual, state last, first, and middle name)<br>3407 | | | {2}------------------------------------------------ - - - - - - - - - - - - - - - - - - - - - - - - - - -  {3}------------------------------------------------ ## **TABLE OF CONTENTS** | REPORT OF INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM | 1 | |-------------------------------------------------------------------------------------------------------------------------|----| | FINANCIAL STATEMENTS | | | Statement of financial condition | 2 | | Statement of income | 3 | | Statement of changes in stockholder's equity | 4 | | Statement of cash flows | 5 | | Notes to financial statements | 6 | | SUPPLEMENTAL SCHEDULES | | | Computation of aggregate indebtedness and net<br>capital under Rule 15c3-1 | 10 | | Computation for determination of the reserve requirements<br>under Exhibit A of Rule 15c3-3 | 11 | | Information relating to the possession or control<br>requirements under Rule 15c3-3 | 11 | | Information relating to the Securities Investor Protection Corporation<br>requirements under Section 78ccc(a)(2)(A)(ii) | 11 | | EXEMPTION REPORT | | | Report of Independent Registered Public A…Read the full text as markdown