Wealth Management Advisors Ria, Inc.

RIASEC Registered

Total AUM

$115M

Discretionary

$115M

100% of AUM

Avg account

$763K

Accounts

151

Employees

Advisory reps

Firm details

Headquarters: Windsor, Colorado
CRD number: 309694
Website: www.wealthmanagementadvisors.org
Custodians: AXOS, CHARLES SCHWAB & CO., INC., GOLDMAN SACHS & CO. LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI55.51%
Individuals44.49%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Wealth Management Advisors Ria, Inc. operates as an independent, owner-operated registered investment adviser focused on individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and selects third-party advisers when appropriate. It bills through a mix of percentage-of-assets, hourly, fixed-fee and other fee arrangements. The firm identifies as a capital allocator but is not an active ESG investor, is not multistate, and does not position itself as a pension consultant or related adviser. The firm also lists an affiliation with an insurance company.