Wealth Management Advisors, Inc.
Firm details
- Headquarters
- Saint Louis, Missouri
- CRD number
- 115433
- Website
- wma-stl.com
- Custodians
- PERSHING LLC, CAPITAL CLIENT GROUP, INC., ASSETMARK TRUST CO.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI67.41%
- Individuals32.03%
- Charitable Organizations0.56%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Wealth Management Advisors, Inc. is a corporation operating as an independent RIA with individual ownership. The firm serves both individual and family clients as well as institutional investors and acts as a capital allocator, meaning it places client capital with third‑party managers in addition to managing portfolios directly. Compensation is primarily a percentage of assets under management, with hourly fees used for certain services. The firm also conducts insurance brokerage and accounting activities alongside its investment advisory practice. Advisory services include financial planning, discretionary and non‑discretionary portfolio management for individuals and small businesses, manager selection, and educational seminars or workshops. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities55%
- Public Funds/Mutual Funds44%
- Cash & Cash Equivalents1%
Contacts
2 of 2Sherri Weintrop
PresidentCRD 1575863
Annmarie Hoerr
Investment Advisor RepresentativeCRD 2302175
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Saint Louis, MO
Saint Louis
Location
Saint Louis, MO
Headquartered in Saint Louis, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.
- Metro area
- St. Louis-St. Charles-Farmington, MO-IL
- Region
- Midwest
- County
- Saint Louis
- Address
- 2275 Schuetz Rd
- Time zone
- CT (UTC-6)
- Office locations
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