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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-14-2017
- Office Locations
- 1
Office Locations
About Wealth Management Advisors, LLC
Wealth Management Advisors, LLC is a Gilbert, AZ RIA focused on retail investors, with an emphasis on retirement income strategies and ongoing wealth management. The firm provides financial planning, portfolio construction and asset management, along with tax/estate and insurance (including annuity) planning, typically implemented with mutual funds and ETFs/index approaches. Notable: hosts educational workshops and has been featured in Kiplinger; custodians include Schwab and Fidelity.
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Owner & Executives
GEOFFREY ALAN JOHNSON
Chief Compliance Officer, founder, President
- CRD
- #1765737
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,100,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,100,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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