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
$4,100,000
Clients
73
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
73
Very HighAverage account size
$56,164
About
The firm provides fee‑based financial planning, education and both discretionary and non‑discretionary portfolio management primarily for individual clients, managing roughly $4.1 million across about 73 client accounts. It also facilitates management of held‑away defined contribution plan accounts through a third‑party platform and places clients with third‑party money managers when appropriate.
Investment advice is tailored to each client via documented investment policy statements, and the firm uses both fundamental and technical analysis while monitoring and rebalancing accounts at least quarterly. The adviser may accept trading discretion, hires sub‑advisors or third‑party managers to implement models and strategies, and reviews client accounts on a periodic and as‑needed basis.
What distinguishes the firm from many peers is its affiliation with an insurance business: the managing member sells insurance products and receives commissions, a relationship disclosed in the brochure and noted as a potential conflict of interest. The firm also routinely offers free public seminars and workshops for education and operates referral and sub‑advisor arrangements (including ongoing referral fees), practices that prospective clients should consider when evaluating recommendations.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
Retirement income strategy
General estate planning guidance
Options & derivatives strategies
Fee options
Financial planning flat fees between $250 and $1,000.
$0 - $1,000,000: 1.25% annually Over $1,000,001+: 0.75% annually
$100 per hour for financial planning services.
Account minimum: $100,000 Fee-only: Financial planning hourly fee of $100/hour; fixed fees range from $250 to $1,000 for financial planning services.
Main office location
Wealth Management Advisors, LLC
1166 E. Warner Rd, #202
Gilbert AZ 85296, United States
Number of offices
1
Most active in
Wealth Management Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Arizona
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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")