Wealth Management Advisors, LLC
Wealth Management Advisors, LLC (CRD# 171260) is a financial advisory firm headquartered in Greenville, SC. They manage $465,312,217 in 1,380 accounts and serve the financial needs of clients across 9 states (or territories).
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Total Assets Under Management465MILLION
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Total Number of Accounts1,380ACCOUNTS
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Average Account Value$337,183
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
CA, FL, GA, LA, MI, NC, NJ, SC, TX
James Davis (CRD# 4788164) is an Investment Advisor Representative working at Wealth Management Advisors, LLC in Greenville, SC and has over 19 years of experience in the finance industry.
Miriam Edwards (CRD# 6533286) is an Investment Advisor Representative working at Wealth Management Advisors, LLC in Greenville, SC and has over 7 years of experience in the finance industry.
David Herman (CRD# 1716110) is an Investment Advisor Representative working at Wealth Management Advisors, LLC in Greenville, SC and has over 36 years of experience in the finance industry.
Jennifer Osgood (CRD# 5236771) is an Investment Advisor Representative working at Wealth Management Advisors, LLC in Anderson, SC and has over 16 years of experience in the finance industry.
Dan Wagner (CRD# 2867278) is an Investment Advisor Representative working at Wealth Management Advisors, LLC in Anderson, SC and has over 26 years of experience in the finance industry.