Wealth Management Advisors, Inc.

RIAState Registered
Total AUM
$46.8M
Discretionary
$0
0% of AUM
Avg account
$83.9K
Accounts
558
Employees
8
Advisory reps
2

Firm details

Headquarters
Saint Louis, Missouri
CRD number
115433
Custodians
PERSHING LLC, CAPITAL CLIENT GROUP, INC., ASSETMARK TRUST CO.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI67.41%
  • Individuals32.03%
  • Charitable Organizations0.56%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Wealth Management Advisors, Inc. is a corporation operating as an independent RIA with individual ownership. The firm serves both individual and family clients as well as institutional investors and acts as a capital allocator, meaning it places client capital with third‑party managers in addition to managing portfolios directly. Compensation is primarily a percentage of assets under management, with hourly fees used for certain services. The firm also conducts insurance brokerage and accounting activities alongside its investment advisory practice. Advisory services include financial planning, discretionary and non‑discretionary portfolio management for individuals and small businesses, manager selection, and educational seminars or workshops. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 55%, Public Funds/Mutual Funds 44%, Cash & Cash Equivalents 1%55%
  • Exchange Traded Equities55%
  • Public Funds/Mutual Funds44%
  • Cash & Cash Equivalents1%

Contacts

2 of 2
  • Sherri Weintrop

    PresidentCRD 1575863

  • Annmarie Hoerr

    Investment Advisor RepresentativeCRD 2302175

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Saint Louis, MO

Saint Louis

Location

Saint Louis, MO

Headquartered in Saint Louis, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.

Metro area
St. Louis-St. Charles-Farmington, MO-IL
Region
Midwest
County
Saint Louis
Address
2275 Schuetz Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth