W
Wealth Management Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$17,906,000
Clients
29
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
29
TypicalAverage account size
$617,448
About
Wealth Management Advisors, LLC provides advisory services to individuals, high‑net‑worth clients, trusts, estates, charitable organizations and corporate entities, and also works with pension and profit‑sharing plans. The firm offers manager selection and monitoring, participation in a managed‑accounts program that uses model mutual fund portfolios, fixed‑income portfolio management, and written financial planning.
The firm establishes a Personal Investment Policy Statement with each client, conducts searches of independent registered advisers to match client needs, and monitors selected managers with formal reviews at least quarterly. Much of the firm’s advice and implementation is delivered on a nondiscretionary basis, so clients retain final approval of manager selections and portfolio changes, although the firm may accept discretionary authority in limited cases.
Noteworthy aspects of the firm include its emphasis on recommending and overseeing third‑party managers rather than primarily operating as an in‑house manager, and its role as a solicitor/intermediary—receiving ongoing referral or solicitation compensation from some managers and program sponsors it recommends. With a relatively small client base and AUM, the firm’s operating model centers on manager selection, oversight, and working through third‑party program platforms (including wrap and managed‑account arrangements).
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Cash flow / budgeting
General tax planning
Fee options
$0 - $3,000,000: U.S. Equity Tax/Transition: 0.90% $3,000,001 - $5,000,000: U.S. Equity Tax/Transition: 0.80% $5,000,001 - $10,000,000: U.S. Equity Tax/Transition: 0.70% $10,000,001+: U.S. Equity Tax/Transition: 0.65% $0 - $3,000,000: International Equity: 1.20% $3,000,001 - $5,000,000: International Equity: 1.05% $5,000,001 - $10,000,000: International Equity: 0.95% $10,000,001+: International Equity: 0.85% $0 - $3,000,000: U.S. Large Cap: 1.05% $3,000,001 - $5,000,000: U.S. Large Cap: 1.00% $5,000,001 - $10,000,000: U.S. Large Cap: 0.85% $10,000,001+: U.S. Large Cap: 0.75% $0 - $3,000,000: Core Fixed Income and Active Municipal Bond: 0.65% $3,000,001 - $5,000,000: Core Fixed Income and Active Municipal Bond: 0.60% $5,000,001 - $10,000,000: Core Fixed Income and Active Municipal Bond: 0.50% $10,000,001+: Core Fixed Income and Active Municipal Bond: 0.45% $0 - $3,000,000: U.S. Small Cap: 1.20% $3,000,001 - $5,000,000: U.S. Small Cap: 1.10% $5,000,001 - $10,000,000: U.S. Small Cap: 1.00% $10,000,001+: U.S. Small Cap: 0.90% $0 - $3,000,000: Laddered Municipal Bond: 0.50% $3,000,001 - $5,000,000: Laddered Municipal Bond: 0.50% $5,000,001 - $10,000,000: Laddered Municipal Bond: 0.45% $10,000,001+: Laddered Municipal Bond: 0.40%
Financial planning fees are $200 per hour
Fee-only: Financial planning charged at $200 per hour
Most active in
Wealth Management Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
New Jersey
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
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.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")