Wealth Management Advisors, Inc.

Overview

Wealth Management Advisors, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm serves both individuals/families and institutional clients and operates as a capital allocator, selecting outside managers when appropriate. Its advisory offering centers on financial planning and portfolio management for individuals and small businesses, and it also provides selection of other advisers and educational seminars or workshops. The firm combines advisory services with ancillary business lines: it functions as an insurance broker and maintains accounting-related activities and affiliations. Fees are charged as a percentage of AUM and on an hourly basis. The adviser is not positioned as an ESG investor and is not identified as a multi-state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices