Wealth Advisors, LLC
● SEC registered since 2024CRD 135875SEC# 801-130395Springboro, OH
Reg. AUM
$202M
Employees
4
Accounts
848
Location
Springboro, OH
Wealth Advisors, LLC assets under management
Wealth Advisors, LLC is a registered investment adviser overseen by the SEC based in Springboro, OH. The firm has been registered since 2024. It reports $202 million in regulatory assets under management and employs 4 people.
Wealth Advisors, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeremiah Frank McCarthy Control | President & Chief Compliance Officer | Over 75% | 2004 |
Frequently asked questions
How much does Wealth Advisors, LLC manage?
Wealth Advisors, LLC reports $202 million in regulatory assets under management on its Form ADV.
How many employees does Wealth Advisors, LLC have?
Wealth Advisors, LLC reports 4 employees.
Where is Wealth Advisors, LLC located?
Wealth Advisors, LLC is based in Springboro, OH and has been SEC-registered since 2024.
Does Wealth Advisors, LLC disclose fund performance?
Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 115 South Main Street, Springboro, OH 45066 |
| Phone | 937-748-4765 |
| Fax | 937-748-9239 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$202M▲ 32%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 74%
Larger than 26% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$202Mregulatory AUM
Discretionary $202M