WEALTH MANAGEMENT ADVISORS, LLC
CRD #117764 SEC #801-79646 TEWKSBURY, MA 978-970-3400
SEC Registered
Total AUM
$321.8M
Discretionary
$316.4M
Employees
4
Clients
101
Accounts
903
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 30, 2021
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
Registrations
Federal
IA
Mar 30, 2021 REGISTERED
Notice Filings (4)
FL MA NH PA
Address
600 CLARK ROAD4TH FLOOR
TEWKSBURY, MA 01876
United States
Phone: 978-970-3400