WEALTH MANAGEMENT ADVISORS, LLC

TEWKSBURY, Massachusetts·3 registered advisors·CRD# 117764

SEC# 801-796461978-970-3400

01

Firm Overview

AUM

$322M

Regulatory assets under management

Employees

4

Total firm employees

Advisors

3

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

Market timing services

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at WEALTH MANAGEMENT ADVISORS, LLC

3 registered advisors

Arthur Vincent Ford

TEWKSBURY, Massachusetts

Barbara Jean Rowell

TEWKSBURY, Massachusetts

Charles Henry Comtois

TEWKSBURY, Massachusetts

05

Office Locations

TEWKSBURY, Massachusetts

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Data sourced from SEC Form ADV filings. WEALTH MANAGEMENT ADVISORS, LLC (CRD# 117764) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.