Wealth Resource Investment Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$127,486
Clients
2
Advisors
1
of 1 employees
About
Wealth Resource Investment Advisors LLC provides portfolio management services primarily to high‑net‑worth individuals and charitable organizations, with an account minimum generally set at $1,000,000. The firm prepares an Investment Policy Statement for each client and offers ongoing portfolio monitoring, asset allocation, and investment selection across mutual funds, fixed income, real estate funds (including REITs), annuities, equities, non‑U.S. securities, venture capital funds, and private placements.
The adviser applies a mix of methods — including fundamental, quantitative, technical, charting, cyclical analysis, and modern portfolio theory — and employs both long‑term and short‑term trading strategies tailored to clients’ objectives and documented risk tolerances. Where clients grant discretionary authority, the firm manages trading in accordance with the client’s IPS and has a stated policy to allocate limited investment opportunities (such as IPOs) on a fair and equitable basis.
Compared with many peers, the firm’s offering of private placements and venture capital funds and the presence of personnel licensed to sell commissionable insurance products are notable for a small adviser; the brochure discloses these outside activities and documents related conflicts of interest. The firm also uses institutional custody and services through Schwab Advisor Services, does not accept proxy‑voting authority from clients, and may engage third‑party managers or other professionals, including estate‑planning attorneys with familial ties, when appropriate.
Client services
Expertise
Fee options
$10,000 - $100,000: 1.50% $100,001 - $300,000: 1.25% $300,001 - $500,000: 1.20% $500,001 - $2,000,000: 1.00% $2,000,001+: 0.80%
Licensed insurance agent receives commissions for insurance product sales; commissions are not WealthRIA’s primary compensation.
Account minimum: $1,000,000
Main office
1423 S. Higley Road, Suite #128
Mesa AZ 85206
Advisors at this office
1
Most active in
Arizona
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.
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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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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