National Retirement Planning Experts

National Coverage
Local Professionals

WEALTH MANAGEMENT ADVISORS, LLC

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

Need a Financial Advisor?
Compare Vetted Advisors

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 StatusApproved
Firm CRD#171260
SEC#801-79660
Assets Managed by Firm$465,312,217
No. of Clients1380
No. of Advisors10

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 ClientsAUM
Firm Total1380$465,312,217
Individuals (other than high net worth individuals)524$96,746,775
High net worth individuals181$252,380,322
Pension and profit sharing plans24$27,891,269
Charitable organizations6$4,010,652
Corporations or other businesses7$70,563,970

More Retirement Planning firms in Greenville, South Carolina:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
LPL FINANCIAL LLC
1055 Lpl Way
Fort Mill, SC, 29715
$463,475,486,343191054535841
GREYSTAR INVESTMENT GROUP, LLC
465 Meeting Street, Suite 500
Charleston, SC, 29403
$28,309,013,20061510
APOLLON WEALTH MANAGEMENT, LLC
111 Coleman Blvd, Suite 402
Mount Pleasant, SC, 29464
$5,519,652,12815301167
PERMCAP INVESTMENT OFFICE
18 N. Adgers Wharf
Charleston, SC, 29401
$4,462,882,4424216
SOUTHSTATE ADVISORY, INC.
520 Gervais St
Columbia, SC, 29201
$3,417,068,97042020

Explore More Retirement Advisors in Greenville, South Carolina