Wealth Management Advisors, LLC

RIASEC Registered
Total AUM
$686M
Discretionary
$686M
100% of AUM
Avg account
$541K
Accounts
1,268
Employees
10
Advisory reps
5

Firm details

Headquarters
Greenville, South Carolina
CRD number
171260
Registered since
May 15, 2014
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI65.08%
  • Corporations / Businesses18.96%
  • Individuals9.89%
  • Pension & Profit Sharing Plans3.34%
  • Insurance Companies2.33%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Wealth Management Advisors, LLC is an independent, privately held advisory firm organized as an LLC and registered with the SEC in 2014. The firm describes itself as a capital allocator serving both individual and family clients as well as institutional accounts. Its advisory offering spans financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and selection of other advisers. Fee arrangements include a percentage of AUM, hourly charges and fixed fees. The firm also maintains a registered representative relationship with a broker‑dealer. It 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 72%, Public Funds/Mutual Funds 19%, Cash & Cash Equivalents 5%, Non-Exchange Traded Equities 2%, US Government Bonds 1%, State & Local Bonds 1%72%
  • Exchange Traded Equities72%
  • Public Funds/Mutual Funds19%
  • Cash & Cash Equivalents5%
  • Non-Exchange Traded Equities2%
  • US Government Bonds1%

Owners & executives

1 of 1
  • Miriam Edwards

    Miriam Edwards

    Chief Operating OfficerCRD 6533286

Contacts

3 of 4
  • Jennifer Osgood

    Jennifer Osgood

    PresidentCRD 5236771

  • Clayton Koch

    Clayton Koch

    Wealth AdvisorCRD 6577622

  • James Davis

    James Davis

    Wealth AdvisorCRD 4788164

Unlock 1 more contacts →

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

ETF holdings

1 of 234

Active vs passive

$545M in ETFs

Passive

34%

$183M

Active

66%

$362M

ETFProviderStyleCategoryValueShares% of portfolio
JPMORGAN INCOME ETF (JPIE)JP MorganActiveMultisector Bond$48.7M1,084,8558.94%

Location

Primary office

Greenville, SC

Greenville

Location

Greenville, SC

Headquartered in Greenville, SC, anchoring the Greenville-Spartanburg-Anderson, SC metro in the South.

Metro area
Greenville-Spartanburg-Anderson, SC
Region
South
County
Greenville
Address
3 Legacy Park Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth