Wealth Management Advisors, LLC

Wealth Management Advisors, LLC (CRD# 171260) is a financial advisory firm headquartered in Greenville, SC. They manage $217,158,988 in 668 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    217
    MILLION
  • Total Number of Accounts
    668
    ACCOUNTS
  • Average Account Value
    $325,088
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • 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.

CA, FL, GA, NC, SC, TX

Financial Advisors at Wealth Management Advisors, LLC
Showing 1 - 8 of 8 top financial advisors.
1
James S. Davis
CRD#: 4788164
3 Legacy Park Road, Suite A, Greenville, SC 29607
96
Wealthminder
score

James Davis (CRD# 4788164) is an Investment Advisor Representative working at Wealth Management Advisors, LLC in Greenville, SC and has over 12 years of experience in the finance industry. James Davis 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
Deborah S. Abshire
CRD#: 2641561
1240 Winnowing Way, Suite 100, Mount Pleasant, SC 29466
93
Wealthminder
score

Deborah Abshire (CRD# 2641561) is an Investment Advisor Representative working at Wealth Management Advisors, LLC in Mount Pleasant, SC and has over 21 years of experience in the finance industry.

3
Eddie G. Duncan
CRD#: 5018523
135 Eagles Nest Drive, Suite B1, Seneca, SC 29678
93
Wealthminder
score

Eddie Duncan (CRD# 5018523) is an Investment Advisor Representative working at Wealth Management Advisors, LLC in Seneca, SC and has over 10 years of experience in the finance industry.

4
David J. Herman
CRD#: 1716110
3 Legacy Park Road, Suite A, Greenville, SC 29607
93
Wealthminder
score

David Herman (CRD# 1716110) is an Investment Advisor Representative working at Wealth Management Advisors, LLC in Greenville, SC and has over 29 years of experience in the finance industry.

5
Jennifer L. Osgood
CRD#: 5236771
301 South Mcduffie St., Anderson, SC 29624
93
Wealthminder
score

Jennifer Osgood (CRD# 5236771) is an Investment Advisor Representative working at Wealth Management Advisors, LLC in Anderson, SC and has over 9 years of experience in the finance industry.

6
Jordan D. Whitacre
CRD#: 5828900
301 South Mcduffie St., Anderson, SC 29624
90
Wealthminder
score

Jordan Whitacre (CRD# 5828900) is an Investment Advisor Representative working at Wealth Management Advisors, LLC in Anderson, SC and has over 5 years of experience in the finance industry.

7
Dan E. Wagner
CRD#: 2867278
301 South Mcduffie St., Anderson, SC 29624
83
Wealthminder
score

Dan Wagner (CRD# 2867278) is an Investment Advisor Representative working at Wealth Management Advisors, LLC in Anderson, SC and has over 19 years of experience in the finance industry.

8
Michael E. Brodnax
CRD#: 709293
3 Legacy Park Road, Suite A, Greenville, SC 29607
76
Wealthminder
score

Michael Brodnax (CRD# 709293) is an Investment Advisor Representative working at Wealth Management Advisors, LLC in Greenville, SC and has over 32 years of experience in the finance industry. Michael Brodnax 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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