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WEALTH MANAGEMENT ADVISORS, LLC
WEALTH MANAGEMENT ADVISORS, LLC
GREENVILLE, South Carolina
·
5 registered advisors
·
CRD# 171260
SEC# 801-79660
1
864-236-4706
01
Firm Overview
AUM
$465M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at WEALTH MANAGEMENT ADVISORS, LLC
5 registered advisors
Dan Edward Wagner
GREENVILLE, South Carolina
CRD# 2867278
David Jeffrey Herman
GREENVILLE, South Carolina
CRD# 1716110
Jennifer Lynn Osgood
GREENVILLE, South Carolina
CRD# 5236771
Jill Clark Wagner
GREENVILLE, South Carolina
CRD# 6325249
Miriam Goodwin Edwards
GREENVILLE, South Carolina
CRD# 6533286
05
Office Locations
GREENVILLE, South Carolina
5 advisors
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Data sourced from SEC Form ADV filings. WEALTH MANAGEMENT ADVISORS, LLC (CRD# 171260) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.