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 comprehensive financial planning and discretionary investment management to a small client base that includes individuals, trusts, entrepreneurs, corporations and small businesses. Services include initial and ongoing financial planning, portfolio design and monitoring, tax and cash‑flow projection reports, and project‑specific advice such as real estate transaction assistance.
The firm follows a discipline‑oriented investment approach that emphasizes asset allocation, diversification and long‑term, quality investments, using fundamental, technical and cyclical analysis rather than market timing. Accounts are typically managed on a discretionary basis and the adviser coordinates with clients’ other professionals while delivering quarterly reporting and ongoing monitoring.
Compared with many solo independent advisers that primarily serve mass‑market individuals, this firm operates with a relatively small number of clients and substantially larger assets per client, indicating a focus on high‑net‑worth households and business owners. It also offers some atypical features for its peer group — the lead adviser holds CFP and NAPFA credentials and the firm provides real estate transaction assistance (the adviser is a licensed real estate broker and may disclose related compensation), and uses standing transfer authorizations that create a limited custody arrangement under SEC guidance.
Client services
Expertise
Demographic focus
Fee options
$1,000,000 - $2,000,000: 1.00% $2,000,000 - $4,000,000: 0.75% $4,000,000 - $10,000,000: 0.50%
Account minimum: $1,000,000 Fee-only: Fee only; no commissions received by firm or employees.
Main office
Ukiah CA
Advisors at this office
1
Most active in
California
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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