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WEALTH MANAGEMENT ADVISORS, LLC
CRD 171260File 801-79660
APPROVED
Retail clients
Filing as of Mar 16, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$686.1M
Above cohort median (national)
Discretionary AUM
$686.1M
Clients
739
1,268 accounts
Employees
10
Top 25% of cohort in SC
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- May 15, 2014
- Principal office
- 3 LEGACY PARK ROAD, SUITE A, GREENVILLE, SC, 29607
- Phone
- 864-236-4706
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $686.1M
- Discretionary AUM
- $686.1M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,268
- Non-discretionary accounts
- 0
- Total accounts
- 1,268
- AUM per client
- $928K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 12 | $130.1M |
| Insurance companies | Fewer than 5 | $16.0M |
| Charitable organizations | 7 | $1.9M |
| High net worth individuals | 205 | $446.5M |
| Pension and profit sharing plans | 19 | $22.9M |
| State or municipal government entities | Fewer than 5 | $829K |
| Individuals (other than high net worth individuals) | 493 | $67.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 8 | 10 | increased by2 |
| Apr 1, 2026 | Clients | 761 | 739 | decreased by22 |
| Apr 1, 2026 | AUM | $562,697,473 | $686,123,088 | increased by$123,425,615 |
| Apr 1, 2026 | Accounts | 1,306 | 1,268 | decreased by38 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 9 | 8 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Custody | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 855 | 761 | decreased by94 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $425,452,466 | $562,697,473 | increased by$137,245,007 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,342 | 1,306 | decreased by36 |
| Apr 1, 2022 | Clients | 812 | 855 | increased by43 |
| Apr 1, 2022 | AUM | $325,145,321 | $425,452,466 | increased by$100,307,145 |
| Apr 1, 2022 | Accounts | 1,217 | 1,342 | increased by125 |
| Sep 1, 2021 | Employees | 10 | 9 | decreased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “WEALTH MANAGEMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WEALTH MANAGEMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.