Wealth Management Advisors, LLC

RIASEC RegisteredEst. 2014

Total AUM

$686M

Discretionary

$686M

100% of AUM

Avg account

$541K

Accounts

1,268

Employees

Advisory reps

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 a privately owned limited liability company that has been SEC‑registered since 2014 and operates as an independent registered investment adviser. The firm describes itself as a capital allocator that serves both individual and family clients as well as institutional accounts. Compensation mixes include asset‑based fees plus hourly and fixed fees for certain services. The firm also maintains registered‑representative activity through a broker‑dealer relationship. Advisory capabilities span comprehensive financial planning, portfolio management for individuals, small businesses, and institutions, selection of other advisers, and pension consulting services. The firm does not self-identify as an active ESG investor and is not organized as a multi‑state adviser.