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WEALTH MANAGEMENT ADVISORS, LLC

GREENVILLE, SC · CRD 171260 · IAPD ↗ · wagnerwealthmanagement.com · 864-236-4706

$686.1MRegulatory AUM
5Advisory reps
10Employees
0Clients
101-250Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2025 — WEALTH MANAGEMENT ADVISORS, LLC crossed $500M in regulatory AUM ($465.3M -> $562.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
April 2025 — WEALTH MANAGEMENT ADVISORS, LLC reports 101-250 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
49
June 2024 — WEALTH MANAGEMENT ADVISORS, LLC notice-filed in CO, IL, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2024 — WEALTH MANAGEMENT ADVISORS, LLC notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.