Wealth Management Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 125615
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals92.35%
- Pension & Profit Sharing Plans7.65%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Wealth Management Advisors, LLC is an independent registered investment advisor that focuses on providing financial planning services and portfolio management for individuals and small businesses. The firm operates under a limited liability company structure and is owned by an individual. Wealth Management Advisors, LLC does not engage in capital allocation and is not classified as a multi-state adviser. The firm primarily charges fees based on a percentage of assets under management, along with hourly charges for its advisory services.
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
- Other80%
- Exchange Traded Equities15%
- Cash & Cash Equivalents5%
Contacts
1 of 1
Richard Ascher
Managing DirectorCRD 4639869
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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