WEALTH MANAGEMENT ADVISORS, LLC

Company Profile

As of Date 03/16/2026
ADV Location United States, MA / United States, SC
Websites
AUM* 808,972,163 40%
of that, discretionary 789,582,163 41%
Number of Employees 14
of those in investment advisory functions 9 -10%
Private Fund GAV* 0
Avg Account Size 575,371 53%
High Net Worth 26.57% 10%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Insurance companies
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Recent News

Reported AUM

686M 588M 490M 392M 294M 196M 98M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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