WEALTH MANAGEMENT ADVISORS, LLC

3 Legacy Park Road
Suite A
Greenville, South Carolina 29607
Tel: 864-236-4706

About WEALTH MANAGEMENT ADVISORS, LLC

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.

Firm Information

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

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	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

More Retirement Planning firms in Greenville, South Carolina:

Firm Name	Assets Under Management	Total Clients	Total Advisors
LPL FINANCIAL LLC 1055 Lpl Way Fort Mill, SC, 29715	$463,475,486,343	1910545	35841
GREYSTAR INVESTMENT GROUP, LLC 465 Meeting Street, Suite 500 Charleston, SC, 29403	$28,309,013,200	61	510
APOLLON WEALTH MANAGEMENT, LLC 111 Coleman Blvd, Suite 402 Mount Pleasant, SC, 29464	$5,519,652,128	15301	167
PERMCAP INVESTMENT OFFICE 18 N. Adgers Wharf Charleston, SC, 29401	$4,462,882,442	42	16
SOUTHSTATE ADVISORY, INC. 520 Gervais St Columbia, SC, 29201	$3,417,068,970	420	20

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