CRD: 136051
Wealth Management Advisors, LLC
$93.8M Total AUM
$93.8M Disc. AUM
-- 3Y CAGR
1 Employees
26 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-10-2012
- Office Locations
- 1
Office Locations
-- Ukiah CA
About Wealth Management Advisors, LLC
Wealth Management Advisors, LLC is a fee-only RIA providing personalized financial planning and discretionary investment management. Services include retirement, tax, estate, and trust planning, with coordination alongside clients’ other professional advisors and a nationwide advisor network. Portfolios emphasize asset allocation and risk management, and the firm custodians assets at Charles Schwab.
Team overview
-- AVG AGE
$93.8M AVG AUM / ADVISOR
$3.6M AVG AUM / CLIENT
14 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
PATRICK (NONE) COYNE
Advisor, Chief Compliance Officer
- CRD
- #1361042
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $93,843,733 | $1,043,030 |
| Non-Discretionary | $0 | -- |
| Total | $93,843,733 | $1,043,030 |
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Separately Managed Accounts
Total SMA Asset: Available
Other:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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