A complete list of active advisors currently associated with WMX Advisors, LLC DBA Wealth Management Experience
Warmer can help you find a great advisor at WMX Advisors, LLC DBA Wealth Management Experience or one who fits your needs even better.
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.
To learn more about the advisors currently working at WMX Advisors, LLC DBA Wealth Management Experience, 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.
Name |
Location |
Years of experience |
|---|---|---|
Saint George, UT
| 13
|
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