Wealth Management Advisors Ria, Inc.

Overview

Wealth Management Advisors Ria, Inc. is an independent registered investment adviser operating as a corporation and owned by an individual. The firm serves individual and family clients and provides financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. It identifies as a capital allocator, meaning it hires third-party managers as part of its investment approach. Fee arrangements are flexible and include percentage-of-AUM billing, hourly charges, fixed fees, and other fee structures. The firm does not identify as an active ESG investor and does not position itself as a multi-state or pension consultant adviser. It has an affiliation with an insurance company, which aligns with its use of insurance-based products in client solutions.

Assets & Accounts

Investments & Alternatives