Overview
Assets Under Management: $224 million
Headquarters: HENDERSON, NV
High-Net-Worth Clients: 48
Average Client Assets: $3.3 million
Frequently Asked Questions
WEALTH ADVISORS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #130478), WEALTH ADVISORS, INC. is subject to fiduciary duty under federal law.
WEALTH ADVISORS, INC. is headquartered in HENDERSON, NV.
WEALTH ADVISORS, INC. serves 48 high-net-worth clients according to their SEC filing dated March 22, 2023. View client details ↓
According to their SEC Form ADV, WEALTH ADVISORS, INC. offers financial planning and portfolio management for individuals. View all service details ↓
WEALTH ADVISORS, INC. manages $224 million in client assets according to their SEC filing dated March 22, 2023.
According to their SEC Form ADV, WEALTH ADVISORS, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 48
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.66%
Average Client Assets: $3.3 million
Total Client Accounts: 422
Discretionary Accounts: 328
Non-Discretionary Accounts: 94
Regulatory Filings
CRD Number: 130478
Filing ID: 1717307
Last Filing Date: 2023-03-22 15:02:00