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WEALTH MANAGEMENT ADVISORS, LLC
CRD 171260 · SEC 801-79660
3 LEGACY PARK ROAD, SUITE A, GREENVILLE, SC, 29607, United States
Phone
864-236-4706
Fax
864-236-4707
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$686.1M
Discretionary AUM
$686.1M
Team
10 total employees; 5 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 493 | $67.9M |
| High net worth individuals | 205 | $446.5M |
| Pension/profit sharing plans | 19 | $22.9M |
| Charitable organizations | 7 | $1.9M |
| State/municipal entities | 1 | $829K |
| Insurance companies | 2 | $16.0M |
| Corporations/business entities | 12 | $130.1M |
States served
GA, LA, MI, NJ, NC, SC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD