3 Legacy Park Road
Suite A
Greenville, South Carolina 29607
Tel: 864-236-4706
WEALTH MANAGEMENT ADVISORS, LLC, formally registered with the SEC as WEALTH MANAGEMENT ADVISORS, LLC. The firm was established in 05/15/2014. They have over 2 offices throughout the country.
WEALTH MANAGEMENT ADVISORS, LLC is a Greenville, South Carolina based Financial Planning firm with nearly $465,312,217 assets under management, offering retirement planning & investment advisory services to 1380 clients. The firm is staffed with 10 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 171260 |
SEC# | 801-79660 |
Assets Managed by Firm | $465,312,217 |
No. of Clients | 1380 |
No. of Advisors | 10 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1380 | $465,312,217 |
Individuals (other than high net worth individuals) | 524 | $96,746,775 |
High net worth individuals | 181 | $252,380,322 |
Pension and profit sharing plans | 24 | $27,891,269 |
Charitable organizations | 6 | $4,010,652 |
Corporations or other businesses | 7 | $70,563,970 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$463,475,486,343 | 1910545 | 35841 | |
$28,309,013,200 | 61 | 510 | |
$5,519,652,128 | 15301 | 167 | |
$4,462,882,442 | 42 | 16 | |
$3,417,068,970 | 420 | 20 |
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