WEALTH MANAGEMENT ADVISORS, INC.

Overview

Wealth Management Advisors, Inc. is an independent, privately held registered investment adviser that serves both individual/family and institutional clients. The firm is organized as a corporation with individual ownership and describes itself as a capital allocator. Its advisory offering centers on financial planning and portfolio management for individuals and small businesses, and it also provides selection-of-adviser services and runs educational seminars and workshops. Fee arrangements include percentage-of-AUM billing as well as hourly charges. The firm also operates in related lines of business as an insurance broker and an accountant, and lists industry affiliations with accounting and real estate brokerage professionals. Wealth Management Advisors, Inc. does not identify itself as an active ESG investor and is not described as a multi-state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives