Wealth Management Advisors, LLC

Wealth Management Advisors, LLC (CRD# 171260) is a financial advisory firm headquartered in Greenville, SC. They manage $379,471,671 in 1,229 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    379
    MILLION
  • Total Number of Accounts
    1,229
    ACCOUNTS
  • Average Account Value
    $308,765
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
The map below shows states where this firm has explicit registration only.

FL, GA, LA, MI, NC, NJ, SC, TX

Financial Advisors at Wealth Management Advisors, LLC
Showing 1 - 6 of 6 top financial advisors.
1
James S. Davis
CRD#: 4788164
3 Legacy Park Road, Suite A, Greenville, SC 29607

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.

2
Miriam G. Edwards
CRD#: 6533286
3 Legacy Park Road, Suite A, Greenville, SC 29607

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.

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

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.

4
Jennifer L. Osgood
CRD#: 5236771
301 South Mcduffie St., Anderson, SC 29624

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.

5
Dan E. Wagner
CRD#: 2867278
301 South Mcduffie St., Anderson, SC 29624

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.

6
Hayden C. Turlington
CRD#: 7169297
3 Legacy Park Road, Suite A, Greenville, SC 29607

Hayden Turlington (CRD# 7169297) is an Investment Advisor Representative working at Wealth Management Advisors, LLC in Greenville, SC and has over 4 years of experience in the finance industry.

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