Wealth Manager
    SEC Registered

    USA Financial Exchange

    Registered investment advisor · Ada, Michigan · CRD #283466

    Assets Under Management
    $1.6B
    Client Accounts
    9,971
    Employees
    38
    CRD Number
    283466
    Registration
    SEC Registered
    Custodian
    Axos Advisor Services, Charles Schwab, Pershing Advisor Services

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About USA Financial Exchange

    USA Financial Exchange offers investment advisory, accounting, consulting, financial, and tax management services. It was introduced in 2017 and joined the AmeriLife family in 2024. The firm provides diversified investment solutions through a platform for portfolio management.

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for USA Financial Exchange

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is USA Financial Exchange's AUM?

    USA Financial Exchange reports approximately $1.6B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is USA Financial Exchange headquartered?

    USA Financial Exchange is headquartered in Ada, Michigan.

    What is USA Financial Exchange's CRD number?

    USA Financial Exchange's CRD number is 283466. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does USA Financial Exchange manage?

    USA Financial Exchange manages approximately 9,971 client accounts according to its latest SEC filing.

    Is USA Financial Exchange SEC registered?

    Yes, USA Financial Exchange is registered with the SEC as an investment adviser with an approved registration status.

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