Wealth Management Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Greenville, SC. Its latest Form ADV filing, dated March 16, 2026, reports $686M in regulatory assets under management, 10 employees, 1 office, and 1,268 accounts.
Assets Under Management
$686M
Employees
10
Offices
1 office
Total Clients
739
Primary office
GREENVILLE, SC
3 LEGACY PARK ROAD, SUITE A, GREENVILLE, SC, United States
Top client segmentIndividuals represent 66.7% of total clients.
Top client categories% of clientsClients
1
Individuals
66.7%
493
2
HNWI
27.7%
205
3
Pension Plans
2.6%
19
4
Corporations
1.6%
12
5
Charitable
0.9%
7
Categories with <5 clients
Insurance companies<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$686Mas of March 16, 2026
Discretionary100.0%
$686M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$686M
Total Accounts1,268
10Y AUM Change+$409M (+147.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee74:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.