WEALTH MANAGEMENT ADVISORS, LLC

WEALTH MANAGEMENT ADVISORS, LLC is an SEC-registered investment adviser (CRD 136051). Regulatory assets under management: $93.8M.

Registration

• CRD: 136051
• SEC file number: 801-68815
• Type: Registered investment adviser
• Phone: 707-462-9053
• Latest filing: 2026-03-14
• Regulatory AUM: $93.8M
• Discretionary AUM: $93.8M
• Clients: 1
• Accounts: 26

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

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 136051 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search