W
$46.8M Total AUM
$0 Disc. AUM
-- 3Y CAGR
3 Employees
450 ADV. Clients
28 yrs Firm Age
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- Custodian
- Assetmark ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-06-1998
- Office Locations
- 2
Office Locations
2275 Schuetz Road St. Louis MO
6244 HWY 100 STE 120 Washington MO
About Wealth Management Advisors, Inc.
Wealth Management Advisors, Inc. is a St. Louis-based RIA with 2 offices. The firm has been operating for 28 years. Managing $46.8M in total assets under management, with 2 advisory representatives. They custody assets with Assetmark and Pershing.
Team overview
63 AVG AGE
$23.4M AVG AUM / ADVISOR
$104.0K AVG AUM / CLIENT
17.4 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
28yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
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Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
S
SHERRI FRANK WEINTROP
President, Principal Owner
- CRD
- #1575863
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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A
ANNMARIE HOERR
Wealth Advisor
- CRD
- #2302175
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $46,811,488 | -- |
| Total | $46,811,488 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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