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CRD: 309694
Wealth Management Advisors RIA, Inc.
$115.2M Total AUM
$115.2M Disc. AUM
-- 3Y CAGR
4 Employees
151 ADV. Clients
5 yrs Firm Age
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- Custodian
- Axos · Charles Schwab & Company · Goldman Sachs
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-31-2020
- Office Locations
- 2
Office Locations
617 Main St. Windsor CO
-- Highlands Ranch CO
About Wealth Management Advisors RIA, Inc.
Wealth Management Advisors RIA, Inc. is a Colorado-based registered investment adviser serving retail investors with primarily discretionary portfolio management. Client portfolios are oriented toward publicly traded funds with limited ETF and cash exposure. The firm works with custodians including Charles Schwab and is led by president/CCO Michael Lee Romero.
Team overview
-- AVG AGE
$38.4M AVG AUM / ADVISOR
$762.7K AVG AUM / CLIENT
2.2 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
5yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
MICHAEL LEE ROMERO
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, President
- CRD
- #4411973
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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E
Erika Lee Devlin
--
- CRD
- #7213833
Available
Available
Available
K
Kyle A Stearns
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- CRD
- #7488541
Available
Available
Available
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $115,171,957 | -- |
| Non-Discretionary | $0 | -- |
| Total | $115,171,957 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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