WEALTH MANAGEMENT ADVISORS, INC.

WEALTH MANAGEMENT ADVISORS, INC. of NOVATO, CA is an SEC-registered investment adviser (CRD 106194). Regulatory assets under management: $193.1M.

Registration

• CRD: 106194
• SEC file number: 801-38447
• Type: Registered investment adviser
• Location: 100 ROWLAND WAY, SUITE 165, NOVATO, CA, 94945
• Phone: 415-493-5900
• Latest filing: 2009-03-24
• Regulatory AUM: $193.1M
• Discretionary AUM: $163.5M
• Non-discretionary AUM: $29.6M
• Clients: 6
• Accounts: 471

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 106194 on SEC IAPD (source of record)
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