Wealth Advisors, L.L.C.

Wealth Advisors, L.L.C. provides personalized investment advisory and asset management services to individuals (including both high‑net‑worth and non‑HNW clients) and certain corporations or business entities, and also offers one‑time portfolio consulting for non‑custodial holdings such as employer retirement plans. The firm delivers services on either a discretionary or non‑discretionary basis and allows clients to impose investment restrictions or request modifications to proposed strategies.

The firm’s investment process combines fundamental and technical analysis with quantitative risk metrics (for example, alpha, beta, r‑squared, standard deviation, and Sharpe ratio) and draws on mutual funds, ETFs, bonds, individual equities, options, and other instruments. Portfolios are built around three strategy profiles — traditional, conservative, and aggressive — with the aggressive profile explicitly allowing limited use of leveraged ETFs, short positions, and options/margin, which increases portfolio risk relative to typical buy‑and‑hold approaches.

Wealth Advisors operates as a fee‑only adviser and, as a single‑advisor practice, manages roughly $27.2 million across about 103 accounts, a staffing and asset scale that is smaller than many multi‑advisor firms yet supports active tactical strategies. Distinctive operational features disclosed in the brochure include a recommended custodial relationship with Charles Schwab (with institutional services tied to a collective asset threshold that can create an incentive to maintain custody there), the firm’s practice of not voting client proxies, and an ownership interest by the principal in a local property‑management company whose partner is a client.