WEALTH MANAGEMENT ADVISORS, LLC

WEALTH MANAGEMENT ADVISORS, LLC of SHALLOTTE, NC is an SEC-registered investment adviser (CRD 117533). Regulatory assets under management: $5.5M.

Registration

• CRD: 117533
• Type: Registered investment adviser
• Location: 4705 MAIN STREET, SHALLOTTE, NC, 28459
• Phone: 910-754-9155
• Latest filing: 2026-02-11
• Regulatory AUM: $5.5M
• Discretionary AUM: $5.5M
• Clients: 1
• Accounts: 6

Business model

Compensation: % of AUM.

Clients served: High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 117533 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search