WEALTH MANAGEMENT ADVISORS, LLC

Overview

Wealth Management Advisors, LLC is a small independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on fee-based portfolio management for individuals, small businesses and institutions, charging a percentage of assets under management. Its investment activity is concentrated in pooled public funds — primarily mutual funds — rather than direct-stock strategies or large separate account programs. The firm does not identify as an active ESG investor or a multi-state adviser and does not present itself as a capital allocator to external private funds. Advisory services appear oriented to traditional wealth management: constructing diversified portfolios using mutual funds and fixed income instruments, and managing discretionary mandates. The firm lists an accountant among its industry affiliations, which suggests a workflow that supports tax-aware planning and coordination with clients’ tax professionals.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices