WEALTH MANAGEMENT ADVISORS, LLC of GREENVILLE, SC is an SEC-registered investment adviser (CRD 171260). Regulatory assets under management: $686.1M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| 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 | — |