$27.2M Total AUM
$27.2M Disc. AUM
-- 3Y CAGR
2 Employees
103 ADV. Clients
22 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Principal
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-20-2004
- Office Locations
- 1
Office Locations
1050 East Tucson ST Broken Arrow OK
About Wealth Advisors, L.l.c.
Wealth Advisors, LLC is a fee-only RIA focused on tailored wealth strategies for high-achieving individuals, families, and business owners, including trusts, estates, and retirement plans. Led by CIMA-designated strategist John W. Day, the firm builds and monitors diversified portfolios with scenario modeling and ongoing client education, integrating planning, wealth transfer, and philanthropy. Custody through Schwab Advisor Services.
Team overview
-- AVG AGE
$27.2M AVG AUM / ADVISOR
$264.5K AVG AUM / CLIENT
0.4 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
JOHN WHITNEY DAY
Chief Compliance Officer, Managing Member
- CRD
- #1505499
- Ownership
- 75% or more
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Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $27,238,506 | $201,965 |
| Non-Discretionary | $0 | $178,548 |
| Total | $27,238,506 | $199,314 |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Public Funds:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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