Wealth Management Advisors, LLC

Wealth Management Advisors, LLC (CRD# 117533) is a financial advisory firm headquartered in Shallotte, NC. They manage $3,408,007 in 6 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $568,001
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

NC

Financial Advisors at Wealth Management Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
William D. Milligan
CRD#: 4484027
4705 Main Street, Shallotte, NC 28470
93
Wealthminder
score

William Milligan (CRD# 4484027) is an Investment Advisor Representative working at Wealth Management Advisors, LLC in Shallotte, NC and has over 16 years of experience in the finance industry.

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