Advisors Wealth Management, Inc

Overview

Advisors Wealth Management, Inc. is a small, independent registered investment adviser owned by an individual and focused on serving individual and family clients. The firm charges both a percentage-of-AUM fee and hourly fees, and provides comprehensive advisory work that includes financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. The firm is not positioned as a multi-state or ESG-focused manager and does not operate as a capital allocator. Advisors Wealth Management appears structured to deliver hands-on planning and portfolio oversight rather than broad institutional products or model-driven solutions. Its industry relationships include ties to accounting, insurance, and real estate broker channels, which can support tax, insurance/annuity placement, and real estate-related client needs.

Assets & Accounts

Public Holdings

Investments & Alternatives