WEALTH MANAGEMENT INVESTMENT ADVISORS, LLC

Overview

Wealth Management Investment Advisors, LLC is an independent registered investment adviser operating as a limited liability company with an individual owner. The firm functions as a capital allocator for both individual and family clients as well as institutional clients, emphasizing financial planning and manager selection as core advisory activities. In addition to advisory work, the firm offers insurance brokerage and accounting services, which they can layer into client solutions where appropriate. The firm uses a fixed-fee and other fee arrangements rather than a purely percentage-of-assets model, and it describes itself as a selector of outside managers. That combination points to a manager-of-managers approach: building client portfolios by sourcing third-party investment strategies for both public markets and alternative exposures, then overseeing those relationships rather than running a large in-house investment platform. The firm is not an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices