| Name | Title | Ownership | Since |
|---|---|---|---|
| Dan Edward Wagner Control | Ceo/Cco | Under 5% | 2013 |
| Jennifer Lynn Osgood Control | President | Under 5% | 2023 |
| Miriam Goodwin Edwards Control | Coo | Under 5% | 2023 |
Wealth Management Advisors, LLC reports $562.7 million in regulatory assets under management on its Form ADV.
Wealth Management Advisors, LLC reports 8 employees.
Wealth Management Advisors, LLC is based in Greenville, SC and has been SEC-registered since 2014.
Wealth Management Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 3 Legacy Park Road, Suite a, Greenville, SC 29607 |
| Phone | 864-236-4706 |
| Fax | 864-236-4707 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
| Discretionary | $562.7M |
| Non-discretionary | $0 |
| Total (RAUM) | $562.7M |