Overview
Assets Under Management: $501 million
Headquarters: LEAWOOD, KS
High-Net-Worth Clients: 172
Average Client Assets: $2.4 million
Frequently Asked Questions
WEALTH MANAGEMENT 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 #106521), WEALTH MANAGEMENT ADVISORS INC is subject to fiduciary duty under federal law.
WEALTH MANAGEMENT ADVISORS INC is headquartered in LEAWOOD, KS.
WEALTH MANAGEMENT ADVISORS INC serves 172 high-net-worth clients according to their SEC filing dated November 26, 2018. View client details ↓
According to their SEC Form ADV, WEALTH MANAGEMENT ADVISORS INC offers financial planning and portfolio management for individuals. View all service details ↓
WEALTH MANAGEMENT ADVISORS INC manages $501 million in client assets according to their SEC filing dated November 26, 2018.
According to their SEC Form ADV, WEALTH MANAGEMENT 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: 172
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.10%
Average Client Assets: $2.4 million
Total Client Accounts: 342
Discretionary Accounts: 342
Regulatory Filings
CRD Number: 106521
Filing ID: 1253604
Last Filing Date: 2018-11-26 17:30:00