Wealth Management Advisors, LLC
● SEC registered since 2014CRD 171260SEC# 801-79660Greenville, SC
Reg. AUM
$686.1M
Employees
10
Accounts
1,268
Location
Greenville, SC
Wealth Management Advisors, LLC assets under management
Wealth Management Advisors, LLC is an SEC-registered investment adviser based in Greenville, SC. The firm has been registered since 2014. It reports $686.1 million in regulatory assets under management and employs 10 people.
Wealth Management Advisors, LLC owners & executives
6 reported| 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 |
| Wagner Wealth Management, LLC Control | Managing Member | Over 75% | 2014 |
| Dan Edward Wagner Control | Member | Over 75% | 2013 |
| Dew Holdings, LLC Control | Member | Over 75% | 2013 |
Frequently asked questions
How much does Wealth Management Advisors, LLC manage?
Wealth Management Advisors, LLC reports $686.1 million in regulatory assets under management on its Form ADV.
How many employees does Wealth Management Advisors, LLC have?
Wealth Management Advisors, LLC reports 10 employees.
Where is Wealth Management Advisors, LLC located?
Wealth Management Advisors, LLC is based in Greenville, SC and has been SEC-registered since 2014.
Does Wealth Management Advisors, LLC disclose fund performance?
Wealth Management Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$686.1M▲ 22%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 40%
Larger than 60% of 16,306 advisers
EmployeesTop 40%
More than 60% of 16,824 advisers
Assets under management
$686.1Mregulatory AUM
Discretionary $686.1M