# WEALTH MANAGEMENT ADVISORS, LLC

WEALTH MANAGEMENT ADVISORS, LLC of GREENVILLE, SC is an SEC-registered investment adviser.

## Registration

- CRD: 171260
- Type: SEC-registered investment adviser
- SEC file number: 801-79660
- Location: 3 LEGACY PARK ROAD, SUITE A, GREENVILLE, SC, 29607
- Phone: 864-236-4706
- Latest filing: 2026-03-16
- Regulatory AUM: $686.1M
- Discretionary AUM: $686.1M
- Clients: 10
- Accounts: 1,268

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Dan Edward Wagner | CEO/CCO; MEMBER | — |
| Jennifer Lynn Osgood | PRESIDENT | — |
| Miriam Goodwin Edwards | COO | — |
| HERMAN DAVID JEFFREY | CHIEF COMPLIANCE OFFICER; MEMBER | — |
| WAGNER DAN EDWARD | CEO/CCO; MEMBER | — |
| WAGNER JILL CLARK | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | — |
| OSGOOD JENNIFER LYNN | PRESIDENT | — |
| EDWARDS MIRIAM Goodwin | COO | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| ANDERSON | SC | 1 | 864-231-5494 |
| ANDERSON | SC | 1 | 864-231-5494 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/171260/brochure
- Similar advisers: https://search.stillhousedata.com/firm/171260/similar
- Related entities: https://search.stillhousedata.com/firm/171260/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/171260

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.