Wealth Management Advisors, LLC
Firm details
- Headquarters
- Greenville, South Carolina
- CRD number
- 171260
- Registered since
- May 15, 2014
- 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
FINTRXOverview
Wealth Management Advisors, LLC is an independent, privately held advisory firm organized as an LLC and registered with the SEC in 2014. The firm describes itself as a capital allocator serving both individual and family clients as well as institutional accounts. Its advisory offering spans financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and selection of other advisers. Fee arrangements include a percentage of AUM, hourly charges and fixed fees. The firm 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
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 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
Jennifer Osgood
PresidentCRD 5236771
Clayton Koch
Wealth AdvisorCRD 6577622
James Davis
Wealth AdvisorCRD 4788164
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 234Active vs passive
$545M in ETFs
34%
$183M
66%
$362M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JPMORGAN INCOME ETF (JPIE) | JP Morgan | Active | Multisector Bond | $48.7M | 1,084,855 | 8.94% |
Location
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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