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WEALTH MANAGEMENT INVESTMENT ADVISORS, LLC
WMA FINANCIAL, LLC
CRD 170852
18935 I-45 NORTH, SPRING, TX, 77389, United States
Phone
281-444-2220
Fax
—
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
6 total employees; 5 advisory reps; 181 broker-dealer reps
Clients
101-250
Fees
Fixed fees; SOLICITATION FEES FROM THIRD-PARTY MANAGER
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningSelection of other advisersCONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 101 | — |
| High net worth individuals | 74 | — |
| Pension/profit sharing plans | 6 | — |
All web addresses on file
Official SEC filing: View on IAPD