WEALTH ADVISORS, LLC

WEALTH ADVISORS, LLC of SPRINGBORO, OH is an SEC-registered investment adviser (CRD 135875). Regulatory assets under management: $202.0M.

Registration

• CRD: 135875
• SEC file number: 801-130395
• Type: Registered investment adviser
• Location: 115 SOUTH MAIN STREET, SPRINGBORO, OH, 45066
• Phone: 937-748-4765
• Latest filing: 2026-02-17
• Regulatory AUM: $202.0M
• Discretionary AUM: $202.0M
• Clients: 4
• Accounts: 848

Business model

Compensation: % of AUM.

Clients served: High net worth, Charities.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 135875 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search