WEALTH ADVISORS, L.L.C.

Overview

Wealth Advisors, L.L.C. is a small, privately owned registered investment adviser organized as a limited liability company that focuses on fee-based portfolio management for individuals, families and small businesses. The firm operates primarily as a discretionary manager, favoring liquid positions and a sizable cash allocation within client portfolios. Its client mix is individual and family accounts, and it charges a combination of asset-based fees, hourly fees and fixed fees depending on the engagement. Investment activity centers on traditional long-only exposures supplemented by third‑party alternative managers. The firm is not an active ESG investor, does not serve as a pension consultant, and is not structured as a multi-state adviser. It is run by an individual owner rather than a corporate or institutional group.

Assets & Accounts

Investments & Alternatives

Location & Offices