firm profile
Wealth Management Advisors, LLC
Overview
Wealth Management Advisors, LLC is an SEC registered investment adviser based in Greenville, SC, registered since 2014. It reports $686M in assets under management across 1,268 accounts, with 10 employees. It has 5 investment adviser representatives.
- Reported AUM
- $686M
- Discretionary
- 100%
- Accounts
- 1,268
- Average account
- $541K
- Employees
- 10
- Advisory reps
- 5
- Registered since
- 2014
- Jurisdictions
- 8
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.
Executive officers 3 of 3
- Dan Edward Wagner Jr Chief Executive Officer, Chief Compliance Officer CRD 2867278
- Jennifer Lynn Osgood President CRD 5236771
- Miriam Goodwin Edwards Chief Operating Officer CRD 6533286
Advisory reps 3 of 5
- James Scott Davis Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4788164
- Miriam Goodwin Edwards Insurance Agent · Registered Rep · Investment Adviser Rep CRD 6533286
- Clayton Koch Insurance Agent · Registered Rep · Investment Adviser Rep CRD 6577622
2 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 3 Legacy Park Rd # A
Greenville, SC 29607 - County
- Greenville
- Metro area
- Greenville-Anderson, SC
- Region
- South
Registrations
- SEC registered
- Registered in 8 jurisdictions
- Website: wagnerwealthmanagement.com
Every state, with registration dates
Similar firms near Greenville
- Foster VictorGreenville, SC$2.6B AUM
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- Discipline Wealth Solutions, Inc.Greenville, SC$747M AUM
- Global View Investment Advisors, LLCGreenville, SC$554M AUM
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