Wealth Management Advisors Ria, Inc.

Wealth Management Advisors Ria, Inc. (CRD# 309694) is a financial advisory firm headquartered in Windsor, CO. They manage $22,640,000 in 207 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
355 Eastman Park Drive, #200, Windsor, CO 80550
https://www.wealthmanagementadvisors.org
By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    207
    ACCOUNTS
  • Average Account Value
    $109,372
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • 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
The map below shows states where this firm has explicit registration only.

CA, CO, LA, TX

Financial Advisors at Wealth Management Advisors Ria, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Michael Romero, financial advisor Windsor CO
Michael L. Romero
CRD#: 4411973
355 Eastman Park Drive, #200, Windsor, CO 80550

Michael Romero (CRD# 4411973) is an Investment Advisor Representative working at Wealth Management Advisors Ria, Inc. in Windsor, CO and has over 20 years of experience in the finance industry.

2
Nicole Slack, financial advisor Windsor CO
Nicole S. Slack
CRD#: 1468706
355 Eastman Park Drive, #200, Windsor, CO 80550

Nicole Slack (CRD# 1468706) is an Investment Advisor Representative working at Wealth Management Advisors Ria, Inc. in Windsor, CO and has over 33 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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