WEALTH MANAGEMENT ADVISORS RIA, INC.

Overview

Wealth Management Advisors Ria, Inc. is an independent registered investment adviser that focuses on serving individual and family clients with discretionary portfolio management and financial planning. The firm operates as a capital allocator and supplements its in‑house management by selecting third‑party advisers when specialized capabilities are needed. Its fee approach is flexible — including percentage of assets under management, hourly and fixed fees — which supports both ongoing portfolio relationships and project‑based planning work. The firm’s portfolios show a clear tilt toward pooled public funds as the primary vehicle for implementing client strategies, and it also uses insurance‑based products such as annuities where appropriate for income and liability management. Wealth Management Advisors Ria, Inc. does not identify as an active ESG investor and is not positioned as a pension consultant or family office.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices