WEALTH MANAGEMENT ADVISORS, LLC
CRD #171260 SEC #801-79660 GREENVILLE, SC 864-236-4706
SEC Registered
Total AUM
$562.7M
Discretionary
$562.7M
Employees
8
Clients
101
Accounts
1,306
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $562.7M | $562.7M | $0 | 8 | 0 |
| Dec 2024 | $465.3M | $465.3M | $0 | 10 | 0 |
| Jun 2024 | $465.3M | $465.3M | $0 | 10 | 0 |
| Mar 2024 | $465.3M | $465.3M | $0 | 10 | 0 |
| Mar 2023 | $379.5M | $379.5M | $0 | 8 | 0 |
| Aug 2022 | $425.5M | $425.5M | $0 | 9 | 0 |
| May 2022 | $425.5M | $425.5M | $0 | 9 | 0 |
| Mar 2022 | $425.5M | $425.5M | $0 | 9 | 0 |
| Jan 2022 | $325.1M | $325.1M | $0 | 9 | 0 |
| Dec 2021 | $325.1M | $325.1M | $0 | 9 | 0 |
| Aug 2021 | $325.1M | $325.1M | $0 | 9 | 0 |
| Mar 2021 | $325.1M | $325.1M | $0 | 10 | 0 |
| Sep 2020 | $404.4M | $257.3M | $147.1M | 8 | 0 |
| Jul 2020 | $404.4M | $257.3M | $147.1M | 11 | 0 |
| Jun 2020 | $404.4M | $257.3M | $147.1M | 11 | 0 |
| Mar 2020 | $404.4M | $257.3M | $147.1M | 11 | 0 |
| Mar 2019 | $320.8M | $195.1M | $125.7M | 12 | 0 |
| Jan 2019 | $371.1M | $236.5M | $134.6M | 16 | 0 |
| Dec 2018 | $371.1M | $236.5M | $134.6M | 16 | 0 |
| Jul 2018 | $371.1M | $236.5M | $134.6M | 16 | 0 |
| May 2018 | $371.1M | $236.5M | $134.6M | 15 | 0 |
| Mar 2018 | $371.1M | $236.5M | $134.6M | 15 | 0 |
| Mar 2017 | $276.9M | $174.8M | $102.1M | 10 | 600 |
| Aug 2016 | $217.2M | $120.2M | $96.9M | 11 | 500 |
| Jun 2016 | $217.2M | $120.2M | $96.9M | 10 | 500 |
| Mar 2016 | $217.2M | $120.2M | $96.9M | 11 | 500 |
| Feb 2016 | $192M | $93.8M | $98.2M | 11 | 400 |
| Feb 2016 | $192M | $93.8M | $98.2M | 11 | 400 |
| Jan 2016 | $192M | $93.8M | $98.2M | 11 | 400 |
| Nov 2015 | $192M | $93.8M | $98.2M | 11 | 400 |
| Oct 2015 | $192M | $93.8M | $98.2M | 11 | 400 |
| Mar 2015 | $192M | $93.8M | $98.2M | 11 | 400 |
| Nov 2014 | $174.7M | $82.2M | $92.4M | 8 | 0 |
| Sep 2014 | $174.7M | $82.2M | $92.4M | 7 | 0 |
| Jun 2014 | $0 | $0 | $0 | 6 | 0 |
| May 2014 | $0 | $0 | $0 | 6 | 0 |
| Apr 2014 | $0 | $0 | $0 | 1 | 0 |
| Apr 2014 | $0 | $0 | $0 | 1 | 0 |
DateMar 2025
Total AUM$562.7M
Discretionary$562.7M
Non-Disc.$0
Employees8
Clients0
DateDec 2024
Total AUM$465.3M
Discretionary$465.3M
Non-Disc.$0
Employees10
Clients0
DateJun 2024
Total AUM$465.3M
Discretionary$465.3M
Non-Disc.$0
Employees10
Clients0
DateMar 2024
Total AUM$465.3M
Discretionary$465.3M
Non-Disc.$0
Employees10
Clients0
DateMar 2023
Total AUM$379.5M
Discretionary$379.5M
Non-Disc.$0
Employees8
Clients0
DateAug 2022
Total AUM$425.5M
Discretionary$425.5M
Non-Disc.$0
Employees9
Clients0
DateMay 2022
Total AUM$425.5M
Discretionary$425.5M
Non-Disc.$0
Employees9
Clients0
DateMar 2022
Total AUM$425.5M
Discretionary$425.5M
Non-Disc.$0
Employees9
Clients0
DateJan 2022
Total AUM$325.1M
Discretionary$325.1M
Non-Disc.$0
Employees9
Clients0
DateDec 2021
Total AUM$325.1M
Discretionary$325.1M
Non-Disc.$0
Employees9
Clients0
DateAug 2021
Total AUM$325.1M
Discretionary$325.1M
Non-Disc.$0
Employees9
Clients0
DateMar 2021
Total AUM$325.1M
Discretionary$325.1M
Non-Disc.$0
Employees10
Clients0
DateSep 2020
Total AUM$404.4M
Discretionary$257.3M
Non-Disc.$147.1M
Employees8
Clients0
DateJul 2020
Total AUM$404.4M
Discretionary$257.3M
Non-Disc.$147.1M
Employees11
Clients0
DateJun 2020
Total AUM$404.4M
Discretionary$257.3M
Non-Disc.$147.1M
Employees11
Clients0
DateMar 2020
Total AUM$404.4M
Discretionary$257.3M
Non-Disc.$147.1M
Employees11
Clients0
DateMar 2019
Total AUM$320.8M
Discretionary$195.1M
Non-Disc.$125.7M
Employees12
Clients0
DateJan 2019
Total AUM$371.1M
Discretionary$236.5M
Non-Disc.$134.6M
Employees16
Clients0
DateDec 2018
Total AUM$371.1M
Discretionary$236.5M
Non-Disc.$134.6M
Employees16
Clients0
DateJul 2018
Total AUM$371.1M
Discretionary$236.5M
Non-Disc.$134.6M
Employees16
Clients0
DateMay 2018
Total AUM$371.1M
Discretionary$236.5M
Non-Disc.$134.6M
Employees15
Clients0
DateMar 2018
Total AUM$371.1M
Discretionary$236.5M
Non-Disc.$134.6M
Employees15
Clients0
DateMar 2017
Total AUM$276.9M
Discretionary$174.8M
Non-Disc.$102.1M
Employees10
Clients600
DateAug 2016
Total AUM$217.2M
Discretionary$120.2M
Non-Disc.$96.9M
Employees11
Clients500
DateJun 2016
Total AUM$217.2M
Discretionary$120.2M
Non-Disc.$96.9M
Employees10
Clients500
DateMar 2016
Total AUM$217.2M
Discretionary$120.2M
Non-Disc.$96.9M
Employees11
Clients500
DateFeb 2016
Total AUM$192M
Discretionary$93.8M
Non-Disc.$98.2M
Employees11
Clients400
DateFeb 2016
Total AUM$192M
Discretionary$93.8M
Non-Disc.$98.2M
Employees11
Clients400
DateJan 2016
Total AUM$192M
Discretionary$93.8M
Non-Disc.$98.2M
Employees11
Clients400
DateNov 2015
Total AUM$192M
Discretionary$93.8M
Non-Disc.$98.2M
Employees11
Clients400
DateOct 2015
Total AUM$192M
Discretionary$93.8M
Non-Disc.$98.2M
Employees11
Clients400
DateMar 2015
Total AUM$192M
Discretionary$93.8M
Non-Disc.$98.2M
Employees11
Clients400
DateNov 2014
Total AUM$174.7M
Discretionary$82.2M
Non-Disc.$92.4M
Employees8
Clients0
DateSep 2014
Total AUM$174.7M
Discretionary$82.2M
Non-Disc.$92.4M
Employees7
Clients0
DateJun 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateMay 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateApr 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateApr 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0