WEALTH MANAGEMENT ADVISORS, LLC

Overview

Wealth Management Advisors, LLC is a small, independent registered investment adviser focused on serving individual and family clients. The firm acts as a capital allocator, blending fee-for-service financial planning and portfolio management with the selection and oversight of outside managers where needed. Its advisory services include ongoing portfolio management for individuals and small businesses, financial planning, educational workshops, and the selection of third‑party advisers. The firm is not positioned as an ESG specialist and does not operate as a multi‑state adviser. Service delivery appears flexible: fee arrangements include a percentage of assets under management, hourly charges, fixed fees and other structures, which fits a practice that serves smaller accounts and occasional project work in addition to ongoing AUM relationships.

Assets & Accounts

Investments & Alternatives

Location & Offices