Wealth Management Advisors, inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$46,811,488
Total clients
242
12% high-net worth
Total advisors
2
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
121
Average account size
$193,436
About
Wealth Management Advisors, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, corporations and closely held businesses. The firm offers portfolio management on an individualized basis, general investment planning and advice on securities, insurance products and annuities, and also facilitates access to third‑party investment programs through the AssetMark platform.
The firm’s stated approach combines fundamental and technical analysis and may include long‑term and short‑term purchases, short sales and margin transactions where appropriate; it introduces clients to independent discretionary managers on the AssetMark platform and assists in their selection and ongoing monitoring. Notably, the brochure discloses that the firm does not maintain discretionary authority over client accounts – it reported no discretionary AUM and manages client assets on a predominantly non‑discretionary basis.
Compared with many supported peers, the firm maintains an affiliated tax and bookkeeping entity, WMATax Services, LLC, and offers business management consulting and periodic educational seminars or workshops to clients at no charge. The principal is also a licensed insurance agent and the firm discloses the potential for commissionable insurance recommendations and other relationships tied to the AssetMark platform, which the firm monitors and discloses as potential conflicts of interest.
Client services
Expertise
Fee options
$0 - $250,000: 1.20% $250,001 - $500,000: 1.00% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $3,000,000: 0.75% $3,000,001 - $4,000,000: 0.50% $4,000,001 - $5,000,000: 0.50% $5,000,001 - $7,000,000: 0.25% $7,000,001 - $8,000,000: 0.15% $8,000,001+: 0.15%
$50-$350 per hour depending on staff level and services rendered
Account minimum: $10,000 (for AssetMark Platform Mutual Fund accounts; higher minimums apply depending on investment solution) Minimum fee: Annual minimum Platform fee of $350 for certain ETF and mutual fund investment solutions
Main office location
Wealth Management Advisors, inc.
2275 Schuetz Road
St. Louis MO 63146, United States
Number of offices
2
Most active in
Florida · Illinois · Missouri · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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