Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$562,697,473
Total clients
722
28% high-net worth
Total advisors
5
of 8 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
144
Average account size
$779,359
$0+: Negotiable, generally up to 2.5% annually $250,000+: Generally up to 2.5% annually for Wrap Program
$500 per hour for stand-alone financial planning
Account minimum: $250,000
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Wealth Management Advisors, LLC
3 Legacy Park Road, Suite A
Greenville SC 29607, United States
Number of offices
2
Series 66
Greenville, SC
Wealth Management Advisors, LLC
Series 63, Series 66
Greenville, SC
Wealth Management Advisors, LLC
Series 63, Series 66
Anderson, SC
Wealth Management Advisors, LLC
CFP®, Series 63
Greenville, SC
Wealth Management Advisors, LLC
Series 63, Series 65
Anderson, SC
Wealth Management Advisors, LLC
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