Wealth Management Investment Advisors, LLC

Wealth Management Investment Advisors, LLC (CRD# 170852) is a financial advisory firm headquartered in Spring, TX. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
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.

TX

Financial Advisors at Wealth Management Investment Advisors, LLC
Showing 1 - 4 of 4 top financial advisors.
1
James R. Bailes
CRD#: 4439912
18935 I-45 North, Spring, TX 77389
96
Wealthminder
score

James Bailes (CRD# 4439912) is an Investment Advisor Representative working at Wealth Management Investment Advisors, LLC in Spring, TX and has over 15 years of experience in the finance industry. James Bailes 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
Steven D. Frueh
CRD#: 5095396
18935 I-45 North, Spring, TX 77389
93
Wealthminder
score

Steven Frueh (CRD# 5095396) is an Investment Advisor Representative working at Wealth Management Investment Advisors, LLC in Spring, TX and has over 11 years of experience in the finance industry.

3
Benjamin J. Childs
CRD#: 6099091
18935 I-45 North, Spring, TX 77389
90
Wealthminder
score

Benjamin Childs (CRD# 6099091) is an Investment Advisor Representative working at Wealth Management Investment Advisors, LLC in Spring, TX and has over 5 years of experience in the finance industry.

4
Jennifer G. Esch
CRD#: 6501124
1650 Highway 6, Suite 470, Sugar Land, TX 77478
87
Wealthminder
score

Jennifer Esch (CRD# 6501124) is an Investment Advisor Representative working at Wealth Management Investment Advisors, LLC in Sugar Land, TX and has over 2 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.