A complete list of active advisors currently associated with Wealth Management Advisors, LLC

Warmer can help you find a great advisor at Wealth Management Advisors, LLC or one who fits your needs even better.

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).

To learn more about the advisors currently working at Wealth Management Advisors, LLC, 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.