Wealth Manager
    SEC Registered
    Manages Private Funds

    Wealth Management Advisors, LLC

    Registered investment advisor · Greenville, South Carolina · CRD #171260

    Assets Under Management
    $686M
    Client Accounts
    1,268
    Employees
    10
    CRD Number
    171260
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Wealth Management Advisors, LLC

    Wealth Management Advisors, LLC offers investment advisory, wealth management, tax minimization, financial planning, and consulting services across the United States. The firm manages over $764 million in assets and employs various analysis methods for tailored investment strategies. It also provides retirement plan consulting.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Wealth Management Advisors, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Wealth Management Advisors, LLC's AUM?

    Wealth Management Advisors, LLC reports approximately $686M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Wealth Management Advisors, LLC headquartered?

    Wealth Management Advisors, LLC is headquartered in Greenville, South Carolina.

    What is Wealth Management Advisors, LLC's CRD number?

    Wealth Management Advisors, LLC's CRD number is 171260. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Wealth Management Advisors, LLC manage?

    Wealth Management Advisors, LLC manages approximately 1,268 client accounts according to its latest SEC filing.

    Is Wealth Management Advisors, LLC SEC registered?

    Yes, Wealth Management Advisors, LLC is registered with the SEC as an investment adviser with an approved registration status.

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