A complete list of active advisors currently associated with Wealth Advisors, L.L.C.
Warmer can help you find a great advisor at Wealth Advisors, L.L.C. or one who fits your needs even better.
Wealth Advisors, L.L.C. provides personalized investment advisory and asset management services to individuals (including both high‑net‑worth and non‑HNW clients) and certain corporations or business entities, and also offers one‑time portfolio consulting for non‑custodial holdings such as employer retirement plans. The firm delivers services on either a discretionary or non‑discretionary basis and allows clients to impose investment restrictions or request modifications to proposed strategies. The firm’s investment process combines fundamental and technical analysis with quantitative risk metrics (for example, alpha, beta, r‑squared, standard deviation, and Sharpe ratio) and draws on mutual funds, ETFs, bonds, individual equities, options, and other instruments. Portfolios are built around three strategy profiles — traditional, conservative, and aggressive — with the aggressive profile explicitly allowing limited use of leveraged ETFs, short positions, and options/margin, which increases portfolio risk relative to typical buy‑and‑hold approaches. Wealth Advisors operates as a fee‑only adviser and, as a single‑advisor practice, manages roughly $27.2 million across about 103 accounts, a staffing and asset scale that is smaller than many multi‑advisor firms yet supports active tactical strategies. Distinctive operational features disclosed in the brochure include a recommended custodial relationship with Charles Schwab (with institutional services tied to a collective asset threshold that can create an incentive to maintain custody there), the firm’s practice of not voting client proxies, and an ownership interest by the principal in a local property‑management company whose partner is a client.
To learn more about the advisors currently working at Wealth Advisors, L.L.C., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Broken Arrow, OK
| 25
|
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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