WEALTH MANAGEMENT ADVISORS, LLC - Financial Advisor in South Carolina, Greenville

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

About WEALTH MANAGEMENT ADVISORS, LLC

WEALTH MANAGEMENT ADVISORS, LLC is a Greenville, South Carolina based financial advisory firm with nearly $465,312,217 in assets under management and provides investment advisory services for 1380 clients. There are currently 10 financial advisors at the firm.

General Information

Firm CRD#:

171260

Firm SEC#:

801-79660

Assets Under Management:

$465,312,217

No. of Clients:

1380

No. of Advisors:

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

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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$2,014,684,499

THE FIDUCIARY ALLIANCE

284924

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16591

$1,227,969,964

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141625

801-68762

$394,467,825

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1212

$372,701,379

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110945

801-49710

623

$331,819,011

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2750

$316,318,696

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