WMX Advisors, LLC DBA Wealth Management Experience
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
WMX Advisors (doing business as Wealth Management Experience) is a registered investment adviser that provides portfolio management for institutional or pooled accounts alongside financial planning and retirement plan administration services. The firm reported $3,788,312 in discretionary assets under management as of December 31, 2022 and offers comprehensive written financial plans, annual reviews, and limited consulting engagements.
The firm’s investment process combines fundamental and technical analysis to construct portfolios of exchange-listed stocks, mutual funds, ETFs, and bonds while avoiding options, margin, and leveraged products; WMX typically seeks discretionary trading authority, monitors holdings daily, and delivers monthly account reports. Portfolios are tailored to client objectives and risk tolerance, with stated concentration limits (no more than 15% in any ETF or non‑diversified product and no more than 50% in diversified products) and a mix of passive fixed‑income for preservation and active equity strategies for growth.
What distinguishes WMX Advisors from many peers is that its advisory personnel are also licensed insurance agents and may receive insurance commissions (described as a marginal portion of activities, roughly 10%), and the firm explicitly offers hourly fees for separate financial planning consultations in addition to percentage‑of‑AUM management and fixed planning fees. The firm also recommends a fully digital custody and brokerage arrangement (Altruist/Apex) and administers employer retirement programs via the Guideline platform, combining institutional portfolio management with direct insurance product sales and hourly planning options.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for Comprehensive Financial Plans and Annual Financial Plan Reviews (amounts negotiated for Comprehensive Plans; Annual Reviews fixed fee, typically $500)
$0 - $500,000: 1.40% annually $500,001 - $1,000,000: 1.25% annually $1,000,001 - $2,000,000: 1.10% annually $2,000,001 - $3,000,000: 0.95% annually $3,000,001+: 0.80% annually
Insurance commissions received by IA Reps for sale of insurance products, disclosed and separate from advisory fees
Separate Financial Planning Consultations charged hourly at $250/hour (non-negotiable)
Account minimum: $10,000 for individuals; $50,000 for small businesses and non-profits (minimums may be waived for select friends, family, and select non-profits) Fee-only: Advisory fees charged; no commissions for investment advisory services, but insurance commissions may be received separately by IA Reps
Main office
230 North 1680 East Bldg W 2
Saint George UT 84790
Advisors at this office
1
Most active in
Utah
Also doing business as
Wealth Management Experience · Wmx Advisors, LLC · Wmx Advisors, LLC Dba Wealth Management Experience
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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.
Forms ADV
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