Wealth Management Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Wealth Management Advisors, LLC provides advisory services to individuals, high‑net‑worth clients, trusts, estates, charitable organizations and corporate entities, and also works with pension and profit‑sharing plans. The firm offers manager selection and monitoring, participation in a managed‑accounts program that uses model mutual fund portfolios, fixed‑income portfolio management, and written financial planning.
The firm establishes a Personal Investment Policy Statement with each client, conducts searches of independent registered advisers to match client needs, and monitors selected managers with formal reviews at least quarterly. Much of the firm’s advice and implementation is delivered on a nondiscretionary basis, so clients retain final approval of manager selections and portfolio changes, although the firm may accept discretionary authority in limited cases.
Noteworthy aspects of the firm include its emphasis on recommending and overseeing third‑party managers rather than primarily operating as an in‑house manager, and its role as a solicitor/intermediary—receiving ongoing referral or solicitation compensation from some managers and program sponsors it recommends. With a relatively small client base and AUM, the firm’s operating model centers on manager selection, oversight, and working through third‑party program platforms (including wrap and managed‑account arrangements).
Client services
Expertise
Fee options
$0 - $3,000,000: U.S. Equity Tax/Transition: 0.90% $3,000,001 - $5,000,000: U.S. Equity Tax/Transition: 0.80% $5,000,001 - $10,000,000: U.S. Equity Tax/Transition: 0.70% $10,000,001+: U.S. Equity Tax/Transition: 0.65% $0 - $3,000,000: International Equity: 1.20% $3,000,001 - $5,000,000: International Equity: 1.05% $5,000,001 - $10,000,000: International Equity: 0.95% $10,000,001+: International Equity: 0.85% $0 - $3,000,000: U.S. Large Cap: 1.05% $3,000,001 - $5,000,000: U.S. Large Cap: 1.00% $5,000,001 - $10,000,000: U.S. Large Cap: 0.85% $10,000,001+: U.S. Large Cap: 0.75% $0 - $3,000,000: Core Fixed Income and Active Municipal Bond: 0.65% $3,000,001 - $5,000,000: Core Fixed Income and Active Municipal Bond: 0.60% $5,000,001 - $10,000,000: Core Fixed Income and Active Municipal Bond: 0.50% $10,000,001+: Core Fixed Income and Active Municipal Bond: 0.45% $0 - $3,000,000: U.S. Small Cap: 1.20% $3,000,001 - $5,000,000: U.S. Small Cap: 1.10% $5,000,001 - $10,000,000: U.S. Small Cap: 1.00% $10,000,001+: U.S. Small Cap: 0.90% $0 - $3,000,000: Laddered Municipal Bond: 0.50% $3,000,001 - $5,000,000: Laddered Municipal Bond: 0.50% $5,000,001 - $10,000,000: Laddered Municipal Bond: 0.45% $10,000,001+: Laddered Municipal Bond: 0.40%
Financial planning fees are $200 per hour
Fee-only: Financial planning charged at $200 per hour
Main office
Livingston NJ
Advisors at this office
1
Most active in
New Jersey
Also doing business as
Sl Investment Advisers, L.L.C. · Wealth Management Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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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
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