WEALTH MANAGEMENT ADVISORS, LLC
Firm details
- Headquarters
- ,
- CRD number
- 136051
- Fee structure
- Percentage of AUM
- Client types
- HNWI98.35%
- Individuals1.65%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Wealth Management Advisors, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients, offering financial planning and discretionary portfolio management for individuals and small businesses. Compensation is based on a percentage of assets under management. The adviser is not positioned as a capital allocator or pension consultant, and it does not identify as an active ESG investor. Advisory activity centers on direct client portfolio management and planning rather than operating affiliated advisory platforms or multi-state advisory networks.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other97%
- Cash & Cash Equivalents3%
Contacts
1 of 1PATRICK COYNE
Owner / Financial PlannerCRD 1361042
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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