W
Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$19,576,817
Total clients
15
27% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
15
Average account size
$1,305,121
About
The firm provides discretionary portfolio management and develops individualized investment policies for primarily individual investors as well as a limited number of institutional and charitable clients, including endowments and foundations. Services include ongoing portfolio oversight, quarterly performance reporting, and optional, separately billed federal and state income tax return preparation.
Investment decisions are guided by client-specific written investment policies and a research framework that emphasizes fund manager analysis, relative-value assessments, economic data, and cost minimization. Portfolios use a mix of actively and passively managed mutual funds and ETFs to construct diversified, benchmark-aware allocations and to pursue incremental gains through asset-allocation tilts and security selection.
Compared with many independent advisory peers, the firm is notable for formally serving charitable and other institutional clients and for conducting scheduled board or governance meetings for those organizations. The firm also recently added tax-preparation services as an optional offering and states adherence to the CFA Institute Code of Ethics as part of its fiduciary practices.
Client services
Portfolio management
Expertise
Tax-loss harvesting
Active portfolio management
Passive / index investing
General tax planning
Fee options
Tax preparation fees charged separately on a flat-fee basis, determined in advance based on complexity and scope
$0 - $1,000,000: 0.80% $1,000,001 - $2,000,000: 0.60% $2,000,001 - $3,000,000: 0.40% $3,000,001 - $10,000,000: 0.20% $10,000,001+: negotiable
Fee-only: Investment advisory fees based on tiered percentage of assets under management; tax preparation fees are separate and flat fee-based
Main office location
Wealth Management, LLC
112 Dunton Hill Ln
Clinton MS 39056, United States
Number of offices
1
Most active in
Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Mississippi
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")