Wealth Management Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$46,549,913
Clients
242
Advisors
2
across 2 offices
About
The firm provides portfolio management, financial planning, and business consulting to individuals, trusts, estates, charitable organizations, corporations and closely held businesses, and it offers access to third‑party advisory programs and platform solutions for wrap, separately managed account (SMA/IMA) and annuity investments. Clients work with the firm for account monitoring and implementation assistance while custody and trade execution are handled by qualified custodians and third‑party managers.
Investment advice is based on both fundamental and technical analysis and spans strategies from long‑term purchases to short‑term trading, including the potential use of margin, short sales and other leverage where appropriate. The brochure discloses that the firm operates predominantly in a non‑discretionary capacity (reporting $0 discretionary AUM, about $46.8M in non‑discretionary AUM and roughly $232.6M under advisement) and that it helps clients select and monitor model allocations and independent managers, including through the AssetMark platform.
Distinctive features include an affiliation with WMATax Services, LLC, which provides bookkeeping and tax return preparation to clients, and a principal with a background as a licensed CPA, reflecting an accounting focus not common among peers. The firm also conducts periodic educational seminars and workshops and discloses that its advisors hold insurance licenses and may offer commissionable insurance products, and that some third‑party managers or strategies available on its platforms may employ borrowing or leverage in SMAs.
Client services
Expertise
Fee options
$0 - $250,000: 2.35% total fee (1.20% WMA + 1.15% manager) $250,000 - $500,000: 2.00% total fee (1.00% WMA + 1.00% manager) $500,000 - $1,000,000: 1.95% total fee (1.00% WMA + 0.95% manager) $1,000,000 - $2,000,000: 1.70% total fee (0.75% WMA + 0.95% manager) $2,000,000 - $3,000,000: 1.65% total fee (0.75% WMA + 0.90% manager) $3,000,000 - $4,000,000: 1.40% total fee (0.50% WMA + 0.90% manager) $4,000,000 - $5,000,000: 1.30% total fee (0.50% WMA + 0.80% manager) $5,000,000 - $7,000,000: 1.05% total fee (0.25% WMA + 0.80% manager) $7,000,000+: 0.95% total fee (0.15% WMA + 0.80% manager)
$50 to $350 per hour depending on staff level and experience, billed quarterly and negotiable.
Monument Advisor Variable Annuity charges $20/month subscription fee.
Minimum fee: Certain ETF and mutual fund investment solutions subject to annual minimum Platform fee of $350.
Main office
See office2275 Schuetz Road
St. Louis MO 63146
Advisors at this office
1
Offices (2)
Most active in
Florida · Illinois · Missouri · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Sherri F
CFP®, Series 63, Series 65
St. Louis, MO
Wealth Management Advisors, Inc.
Sherri Frank Weintrop is a CFP® with 40 years of industry experience, currently serving as an advisor at Wealth Management Advisors, Inc. in St. Louis, MO. She has worked at this firm since 1998, following a previous 28-year tenure at Royal Alliance Associates, Inc. Outside of her advisory role, she is active in nonprofit and community organizations, including co-chairing fundraising efforts at Missouri Baptist Medical Center and serving as chair of fundraising and secretary for Shir Hadash Reconstructionist Community. Wealth Management Advisors, Inc. provides portfolio management, financial planning, and business consulting to individuals, trusts, estates, charitable organizations, corporations, and closely held businesses. The firm offers access to third-party advisory programs and platforms, working primarily in a non-discretionary capacity and combining fundamental and technical analysis across a range of investment strategies.
Annmarie H
Series 63, Series 66
Washington, MO
Wealth Management Advisors, Inc.
Annmarie Hoerr is a financial advisor with Wealth Management Advisors, Inc. in Washington, MO, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She previously worked at Sagepoint Financial in various roles from 2011 to 2019. Outside of her advisory work, she is active in the Washington Optimist Club and Women With Purpose, a nonprofit organization focused on supporting women’s professional and personal growth. Wealth Management Advisors, Inc. provides portfolio management, financial planning, and business consulting to individuals, trusts, estates, charitable organizations, corporations, and closely held businesses. The firm offers access to third-party advisory programs and platform solutions, emphasizing both fundamental and technical investment analysis and operating mainly in a non-discretionary capacity.
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