Wealth Advisors, LLC

Wealth Advisors, LLC (CRD# 135875) is a financial advisory firm headquartered in Springboro, OH. They manage $48,379,311 in 410 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    48
    MILLION
  • Total Number of Accounts
    410
    ACCOUNTS
  • Average Account Value
    $117,998
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OH, PA

Financial Advisors at Wealth Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jeremiah F. McCarthy
CRD#: 4092080
115 South Main Street, Springboro, OH 45066
96
Wealthminder
score

Jeremiah McCarthy (CRD# 4092080) is an Investment Advisor Representative working at Wealth Advisors, LLC in Springboro, OH and has over 16 years of experience in the finance industry. Jeremiah McCarthy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Christian A. Mouser
CRD#: 5431809
115 South Main Street, Springboro, OH 45066
96
Wealthminder
score

Christian Mouser (CRD# 5431809) is an Investment Advisor Representative working at Wealth Advisors, LLC in Springboro, OH and has over 8 years of experience in the finance industry. Christian Mouser has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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