WEALTH MANAGEMENT ADVISORS, LLC

RIASEC RegisteredEst. 2014
Total AUM
$686M
Discretionary
$686M
100% of AUM
Avg account
$541K
Accounts
1,268
Employees
10
Advisory reps
5

Firm details

Headquarters
GREENVILLE, South Carolina
CRD number
171260
Registered since
May 15, 2014
Website
www.wagnerwealthmanagement.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI65.08%
  • Corporations / Businesses18.96%
  • Individuals9.89%
  • Pension & Profit Sharing Plans3.34%
  • Insurance Companies2.33%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Wealth Management Advisors, LLC is an independent registered investment adviser that has been SEC-registered since 2014 and operates as a limited liability company. The firm acts as a capital allocator for both individual and family clients as well as institutional and business clients. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, selection of other advisers, and pension consulting services. The firm bills using a mix of percentage-of-AUM, hourly, and fixed-fee arrangements and also maintains a registered representative relationship with a broker‑dealer. It does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 72%, Public Funds/Mutual Funds 19%, Cash & Cash Equivalents 5%, Non-Exchange Traded Equities 2%, US Government Bonds 1%, State & Local Bonds 1%72%
  • Exchange Traded Equities72%
  • Public Funds/Mutual Funds19%
  • Cash & Cash Equivalents5%
  • Non-Exchange Traded Equities2%
  • US Government Bonds1%

Owners & executives

1 of 1

  • MIRIAM EDWARDS

    Chief Operating OfficerCRD 6533286

Contacts

3 of 4

  • JAMES DAVIS

    Wealth AdvisorCRD 4788164

  • Clayton Koch

    Wealth AdvisorCRD 6577622

  • DAN WAGNER

    FounderCRD 2867278

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 272

Active vs passive

$489M in ETFs

Passive

36%

$177M

Active

64%

$312M

ETFProviderStyleCategoryValueShares% of portfolio
AB SHORT DURATION HIGH YIELD ETF (SYFI)AllianceBernsteinActiveMultisector Bond$44M1,238,1468.99%
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Location

Primary office

GREENVILLE, SC

GREENVILLE

Location

GREENVILLE, SC

Headquartered in GREENVILLE, SC, anchoring the Greenville-Spartanburg-Anderson, SC metro in the South.

Metro area
Greenville-Spartanburg-Anderson, SC
Region
South
County
GREENVILLE
Address
3 Legacy Park Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth