Wealth Management Advisors, LLC
Wealth Management Advisors, LLC is an SEC-registered mass-market adviser in Greenville, SC with $686.1M assets under management (AUM, regulatory AUM), +22% over one year. See who owns Wealth Management Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 171260, SEC 801-79660, data through 2026-03-16.
- AUM (assets under management / regulatory AUM)
- $686.1M (2026-03-16)
- Firm type
- Mass-Market Adviser
- Location
- Greenville, SC
- Employees
- 10
- Clients
- 737
- CRD
- 171260
- Ownership
- WAGNER, JILL, CLARK; WAGNER WEALTH MANAGEMENT, LLC; HERMAN, DAVID, JEFFREY; EDWARDS, MIRIAM, Goodwin; JEFFREY GROUP, LLC
How much AUM does Wealth Management Advisors, LLC have?
Wealth Management Advisors, LLC reported $686.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-16).
Who owns Wealth Management Advisors, LLC?
Disclosed owners and executives of Wealth Management Advisors, LLC include WAGNER, JILL, CLARK, WAGNER WEALTH MANAGEMENT, LLC, HERMAN, DAVID, JEFFREY, EDWARDS, MIRIAM, Goodwin, JEFFREY GROUP, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.