RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
South Carolina
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 11, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
EDWARDS, MIRIAM, GoodwinICOONA Control
EDWARDS, MIRIAM, GoodwinICOONA Control
EDWARDS, MIRIAM, GoodwinICOONA Control
EDWARDS, MIRIAM, GoodwinICOONA Control
HERMAN, DAVID, JEFFREYICHIEF COMPLIANCE OFFICERNA Control
HERMAN, DAVID, JEFFREYICHIEF COMPLIANCE OFFICERNA Control
HERMAN, DAVID, JEFFREYICHIEF COMPLIANCE OFFICERNA Control
HERMAN, DAVID, JEFFREYICHIEF COMPLIANCE OFFICERNA Control
HERMAN, DAVID, JEFFREYICHIEF COMPLIANCE OFFICERNA Control
HERMAN, DAVID, JEFFREYICHIEF COMPLIANCE OFFICERNA Control
HERMAN, DAVID, JEFFREYICHIEF COMPLIANCE OFFICERNA Control
HERMAN, DAVID, JEFFREYICHIEF COMPLIANCE OFFICERNA Control
HERMAN, DAVID, JEFFREYICHIEF COMPLIANCE OFFICERNA Control
HERMAN, DAVID, JEFFREYICHIEF COMPLIANCE OFFICERNA Control
HERMAN, DAVID, JEFFREYICHIEF COMPLIANCE OFFICERNA Control
HERMAN, DAVID, JEFFREYICHIEF COMPLIANCE OFFICERNA Control
HERMAN, DAVID, JEFFREYICHIEF COMPLIANCE OFFICERNA Control
HERMAN, DAVID, JEFFREYICHIEF COMPLIANCE OFFICERNA Control
HERMAN, DAVID, JEFFREYICHIEF COMPLIANCE OFFICERNA Control
HERMAN, DAVID, JEFFREYICHIEF COMPLIANCE OFFICERNA Control
HERMAN, DAVID, JEFFREYICHIEF COMPLIANCE OFFICERNA Control
HERMAN, DAVID, JEFFREYICHIEF COMPLIANCE OFFICERNA Control
HERMAN, DAVID, JEFFREYICHIEF COMPLIANCE OFFICERNA Control
HERMAN, DAVID, JEFFREYICHIEF COMPLIANCE OFFICERNA Control
HERMAN, DAVID, JEFFREYICHIEF COMPLIANCE OFFICERNA Control
HERMAN, DAVID, JEFFREYICHIEF COMPLIANCE OFFICERNA Control
HERMAN, DAVID, JEFFREYICHIEF COMPLIANCE OFFICERNA Control
HERMAN, DAVID, JEFFREYICHIEF COMPLIANCE OFFICERNA Control
HERMAN, DAVID, JEFFREYICHIEF COMPLIANCE OFFICERNA Control
HERMAN, DAVID, JEFFREYICHIEF COMPLIANCE OFFICERNA Control
HERMAN, DAVID, JEFFREYICHIEF COMPLIANCE OFFICERNA Control
HERMAN, DAVID, JEFFREYICHIEF COMPLIANCE OFFICERNA Control
HERMAN, DAVID, JEFFREYICHIEF COMPLIANCE OFFICERNA Control
HERMAN, DAVID, JEFFREYICHIEF COMPLIANCE OFFICERNA Control
HERMAN, DAVID, JEFFREYICHIEF COMPLIANCE OFFICERNA Control
HERMAN, DAVID, JEFFREYICHIEF COMPLIANCE OFFICERNA Control
OSGOOD, JENNIFER, LYNNIPRESIDENTNA Control
OSGOOD, JENNIFER, LYNNIPRESIDENTNA Control
OSGOOD, JENNIFER, LYNNIPRESIDENTNA Control
OSGOOD, JENNIFER, LYNNIPRESIDENTNA Control
OSGOOD, JENNIFER, LYNNIPRESIDENTNA Control
WAGNER, DAN, EDWARDICEO/CCONA Control
WAGNER, DAN, EDWARDICEO/CCONA Control
WAGNER, DAN, EDWARDICEO/CCONA Control
WAGNER, DAN, EDWARDICEO/CCONA Control
WAGNER, DAN, EDWARDICEO/CCONA Control
WAGNER, DAN, EDWARDICEO/CCONA Control
WAGNER WEALTH MANAGEMENT, LLCDEMANAGING MEMBERE Control
WAGNER WEALTH MANAGEMENT, LLCDEMANAGING MEMBERE Control
WAGNER WEALTH MANAGEMENT, LLCDEMANAGING MEMBERE Control
WAGNER WEALTH MANAGEMENT, LLCDEMANAGING MEMBERE Control
WAGNER WEALTH MANAGEMENT, LLCDEMANAGING MEMBERE Control
WAGNER WEALTH MANAGEMENT, LLCDEMANAGING MEMBERE Control
WAGNER WEALTH MANAGEMENT, LLCDEMANAGING MEMBERE Control
WAGNER WEALTH MANAGEMENT, LLCDEMANAGING MEMBERE Control
WAGNER WEALTH MANAGEMENT, LLCDEMANAGING MEMBERE Control
WAGNER WEALTH MANAGEMENT, LLCDEMANAGING MEMBERE Control
WAGNER WEALTH MANAGEMENT, LLCDEMANAGING MEMBERE Control
WAGNER WEALTH MANAGEMENT, LLCDEMANAGING MEMBERE Control
WAGNER WEALTH MANAGEMENT, LLCDEMANAGING MEMBERE Control
WAGNER WEALTH MANAGEMENT, LLCDEMANAGING MEMBERE Control
WAGNER WEALTH MANAGEMENT, LLCDEMANAGING MEMBERE Control
WAGNER WEALTH MANAGEMENT, LLCDEMANAGING MEMBERE Control
WAGNER WEALTH MANAGEMENT, LLCDEMANAGING MEMBERE Control
WAGNER WEALTH MANAGEMENT, LLCDEMANAGING MEMBERE Control
WAGNER WEALTH MANAGEMENT, LLCDEMANAGING MEMBERE Control
WAGNER WEALTH MANAGEMENT, LLCDEMANAGING MEMBERE Control
WAGNER WEALTH MANAGEMENT, LLCDEMANAGING MEMBERE Control
WAGNER WEALTH MANAGEMENT, LLCDEMANAGING MEMBERE Control
WAGNER WEALTH MANAGEMENT, LLCDEMANAGING MEMBERE Control
WAGNER WEALTH MANAGEMENT, LLCDEMANAGING MEMBERE Control
WAGNER WEALTH MANAGEMENT, LLCDEMANAGING MEMBERE Control
WAGNER WEALTH MANAGEMENT, LLCDEMANAGING MEMBERE Control
WAGNER WEALTH MANAGEMENT, LLCDEMANAGING MEMBERE Control
WAGNER WEALTH MANAGEMENT, LLCDEMANAGING MEMBERE Control
WAGNER WEALTH MANAGEMENT, LLCDEMANAGING MEMBERE Control
WAGNER WEALTH MANAGEMENT, LLCDEMANAGING MEMBERE Control
WAGNER WEALTH MANAGEMENT, LLCDEMANAGING MEMBERE Control
WAGNER WEALTH MANAGEMENT, LLCDEMANAGING MEMBERE Control
WAGNER WEALTH MANAGEMENT, LLCDEMANAGING MEMBERE Control
WAGNER WEALTH MANAGEMENT, LLCDEMANAGING MEMBERE Control
WAGNER WEALTH MANAGEMENT, LLCDEMANAGING MEMBERE Control
WAGNER WEALTH MANAGEMENT, LLCDEMANAGING MEMBERE Control
WAGNER WEALTH MANAGEMENT, LLCDEMANAGING MEMBERE Control
WAGNER WEALTH MANAGEMENT, LLCDEMANAGING MEMBERE Control
WAGNER, JILL, CLARKIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
WAGNER, JILL, CLARKIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
JEFFREY GROUP, LLCDEWAGNER WEALTH MANAGEMENT, LLCF Control
JEFFREY GROUP, LLCDEWAGNER WEALTH MANAGEMENT, LLCF Control
JEFFREY GROUP, LLCDEWAGNER WEALTH MANAGEMENT, LLCF Control
JEFFREY GROUP, LLCDEWAGNER WEALTH MANAGEMENT, LLCF Control
JEFFREY GROUP, LLCDEWAGNER WEALTH MANAGEMENT, LLCF Control
JEFFREY GROUP, LLCDEWAGNER WEALTH MANAGEMENT, LLCF Control
JEFFREY GROUP, LLCDEWAGNER WEALTH MANAGEMENT, LLCF Control
JEFFREY GROUP, LLCDEWAGNER WEALTH MANAGEMENT, LLCF Control
JEFFREY GROUP, LLCDEWAGNER WEALTH MANAGEMENT, LLCF Control
JEFFREY GROUP, LLCDEWAGNER WEALTH MANAGEMENT, LLCF Control
JEFFREY GROUP, LLCDEWAGNER WEALTH MANAGEMENT, LLCF Control
JEFFREY GROUP, LLCDEWAGNER WEALTH MANAGEMENT, LLCF Control
JEFFREY GROUP, LLCDEWAGNER WEALTH MANAGEMENT, LLCF Control
JEFFREY GROUP, LLCDEWAGNER WEALTH MANAGEMENT, LLCF Control
JEFFREY GROUP, LLCDEWAGNER WEALTH MANAGEMENT, LLCF Control
JEFFREY GROUP, LLCDEWAGNER WEALTH MANAGEMENT, LLCF Control
JEFFREY GROUP, LLCDEWAGNER WEALTH MANAGEMENT, LLCF Control
JEFFREY GROUP, LLCDEWAGNER WEALTH MANAGEMENT, LLCF Control
JEFFREY GROUP, LLCDEWAGNER WEALTH MANAGEMENT, LLCF Control
JEFFREY GROUP, LLCDEWAGNER WEALTH MANAGEMENT, LLCF Control
JEFFREY GROUP, LLCDEWAGNER WEALTH MANAGEMENT, LLCF Control
JEFFREY GROUP, LLCDEWAGNER WEALTH MANAGEMENT, LLCF Control
JEFFREY GROUP, LLCDEWAGNER WEALTH MANAGEMENT, LLCF Control
JEFFREY GROUP, LLCDEWAGNER WEALTH MANAGEMENT, LLCF Control
JEFFREY GROUP, LLCDEWAGNER WEALTH MANAGEMENT, LLCF Control
JEFFREY GROUP, LLCDEWAGNER WEALTH MANAGEMENT, LLCF Control
JEFFREY GROUP, LLCDEWAGNER WEALTH MANAGEMENT, LLCF Control
JEFFREY GROUP, LLCDEWAGNER WEALTH MANAGEMENT, LLCF Control
JEFFREY GROUP, LLCDEWAGNER WEALTH MANAGEMENT, LLCF Control
JEFFREY GROUP, LLCDEWAGNER WEALTH MANAGEMENT, LLCF Control
JEFFREY GROUP, LLCDEWAGNER WEALTH MANAGEMENT, LLCF Control
JEFFREY GROUP, LLCDEWAGNER WEALTH MANAGEMENT, LLCF Control
DEW HOLDINGS, LLCDEWAGNER WEALTH MANAGEMENT, LLCE Control
DEW HOLDINGS, LLCDEWAGNER WEALTH MANAGEMENT, LLCE Control
DEW HOLDINGS, LLCDEWAGNER WEALTH MANAGEMENT, LLCE Control
DEW HOLDINGS, LLCDEWAGNER WEALTH MANAGEMENT, LLCE Control
DEW HOLDINGS, LLCDEWAGNER WEALTH MANAGEMENT, LLCE Control
DEW HOLDINGS, LLCDEWAGNER WEALTH MANAGEMENT, LLCE Control
DEW HOLDINGS, LLCDEWAGNER WEALTH MANAGEMENT, LLCE Control
DEW HOLDINGS, LLCDEWAGNER WEALTH MANAGEMENT, LLCE Control
DEW HOLDINGS, LLCDEWAGNER WEALTH MANAGEMENT, LLCE Control
DEW HOLDINGS, LLCDEWAGNER WEALTH MANAGEMENT, LLCE Control
DEW HOLDINGS, LLCDEWAGNER WEALTH MANAGEMENT, LLCE Control
DEW HOLDINGS, LLCDEWAGNER WEALTH MANAGEMENT, LLCE Control
DEW HOLDINGS, LLCDEWAGNER WEALTH MANAGEMENT, LLCE Control
DEW HOLDINGS, LLCDEWAGNER WEALTH MANAGEMENT, LLCE Control
DEW HOLDINGS, LLCDEWAGNER WEALTH MANAGEMENT, LLCE Control
DEW HOLDINGS, LLCDEWAGNER WEALTH MANAGEMENT, LLCE Control
DEW HOLDINGS, LLCDEWAGNER WEALTH MANAGEMENT, LLCE Control
DEW HOLDINGS, LLCDEWAGNER WEALTH MANAGEMENT, LLCE Control
DEW HOLDINGS, LLCDEWAGNER WEALTH MANAGEMENT, LLCE Control
DEW HOLDINGS, LLCDEWAGNER WEALTH MANAGEMENT, LLCE Control
DEW HOLDINGS, LLCDEWAGNER WEALTH MANAGEMENT, LLCE Control
DEW HOLDINGS, LLCDEWAGNER WEALTH MANAGEMENT, LLCE Control
DEW HOLDINGS, LLCDEWAGNER WEALTH MANAGEMENT, LLCE Control
DEW HOLDINGS, LLCDEWAGNER WEALTH MANAGEMENT, LLCE Control
DEW HOLDINGS, LLCDEWAGNER WEALTH MANAGEMENT, LLCE Control
DEW HOLDINGS, LLCDEWAGNER WEALTH MANAGEMENT, LLCE Control
DEW HOLDINGS, LLCDEWAGNER WEALTH MANAGEMENT, LLCE Control
DEW HOLDINGS, LLCDEWAGNER WEALTH MANAGEMENT, LLCE Control
DEW HOLDINGS, LLCDEWAGNER WEALTH MANAGEMENT, LLCE Control
DEW HOLDINGS, LLCDEWAGNER WEALTH MANAGEMENT, LLCE Control
DEW HOLDINGS, LLCDEWAGNER WEALTH MANAGEMENT, LLCE Control
DEW HOLDINGS, LLCDEWAGNER WEALTH MANAGEMENT, LLCE Control
DEW HOLDINGS, LLCDEWAGNER WEALTH MANAGEMENT, LLCE Control
DEW HOLDINGS, LLCDEWAGNER WEALTH MANAGEMENT, LLCE Control
DEW HOLDINGS, LLCDEWAGNER WEALTH MANAGEMENT, LLCE Control
DEW HOLDINGS, LLCDEWAGNER WEALTH MANAGEMENT, LLCE Control
DEW HOLDINGS, LLCDEWAGNER WEALTH MANAGEMENT, LLCE Control
HERMAN, DAVID, JEFFREYIJEFFREY GROUP, LLCE Control
HERMAN, DAVID, JEFFREYIJEFFREY GROUP, LLCE Control
HERMAN, DAVID, JEFFREYIJEFFREY GROUP, LLCE Control
HERMAN, DAVID, JEFFREYIJEFFREY GROUP, LLCE Control
HERMAN, DAVID, JEFFREYIJEFFREY GROUP, LLCE Control
HERMAN, DAVID, JEFFREYIJEFFREY GROUP, LLCE Control
HERMAN, DAVID, JEFFREYIJEFFREY GROUP, LLCE Control
HERMAN, DAVID, JEFFREYIJEFFREY GROUP, LLCE Control
HERMAN, DAVID, JEFFREYIJEFFREY GROUP, LLCE Control
HERMAN, DAVID, JEFFREYIJEFFREY GROUP, LLCE Control
HERMAN, DAVID, JEFFREYIJEFFREY GROUP, LLCE Control
HERMAN, DAVID, JEFFREYIJEFFREY GROUP, LLCE Control
HERMAN, DAVID, JEFFREYIJEFFREY GROUP, LLCE Control
HERMAN, DAVID, JEFFREYIJEFFREY GROUP, LLCE Control
HERMAN, DAVID, JEFFREYIJEFFREY GROUP, LLCE Control
HERMAN, DAVID, JEFFREYIJEFFREY GROUP, LLCE Control
HERMAN, DAVID, JEFFREYIJEFFREY GROUP, LLCE Control
HERMAN, DAVID, JEFFREYIJEFFREY GROUP, LLCE Control
HERMAN, DAVID, JEFFREYIJEFFREY GROUP, LLCE Control
HERMAN, DAVID, JEFFREYIJEFFREY GROUP, LLCE Control
HERMAN, DAVID, JEFFREYIJEFFREY GROUP, LLCE Control
HERMAN, DAVID, JEFFREYIJEFFREY GROUP, LLCE Control
HERMAN, DAVID, JEFFREYIJEFFREY GROUP, LLCE Control
HERMAN, DAVID, JEFFREYIJEFFREY GROUP, LLCE Control
HERMAN, DAVID, JEFFREYIJEFFREY GROUP, LLCE Control
HERMAN, DAVID, JEFFREYIJEFFREY GROUP, LLCE Control
HERMAN, DAVID, JEFFREYIJEFFREY GROUP, LLCE Control
HERMAN, DAVID, JEFFREYIJEFFREY GROUP, LLCE Control
HERMAN, DAVID, JEFFREYIJEFFREY GROUP, LLCE Control
HERMAN, DAVID, JEFFREYIJEFFREY GROUP, LLCE Control
HERMAN, DAVID, JEFFREYIJEFFREY GROUP, LLCE Control
HERMAN, DAVID, JEFFREYIJEFFREY GROUP, LLCE Control
WAGNER, DAN, EDWARDIDEW HOLDINGS, LLCE Control
WAGNER, DAN, EDWARDIDEW HOLDINGS, LLCE Control
WAGNER, DAN, EDWARDIDEW HOLDINGS, LLCE Control
WAGNER, DAN, EDWARDIDEW HOLDINGS, LLCE Control
WAGNER, DAN, EDWARDIDEW HOLDINGS, LLCE Control
WAGNER, DAN, EDWARDIDEW HOLDINGS, LLCE Control
WAGNER, DAN, EDWARDIDEW HOLDINGS, LLCE Control
WAGNER, DAN, EDWARDIDEW HOLDINGS, LLCE Control
WAGNER, DAN, EDWARDIDEW HOLDINGS, LLCE Control
WAGNER, DAN, EDWARDIDEW HOLDINGS, LLCE Control
WAGNER, DAN, EDWARDIDEW HOLDINGS, LLCE Control
WAGNER, DAN, EDWARDIDEW HOLDINGS, LLCE Control
WAGNER, DAN, EDWARDIDEW HOLDINGS, LLCE Control
WAGNER, DAN, EDWARDIDEW HOLDINGS, LLCE Control
WAGNER, DAN, EDWARDIDEW HOLDINGS, LLCE Control
WAGNER, DAN, EDWARDIDEW HOLDINGS, LLCE Control
WAGNER, DAN, EDWARDIDEW HOLDINGS, LLCE Control
WAGNER, DAN, EDWARDIDEW HOLDINGS, LLCE Control
WAGNER, DAN, EDWARDIDEW HOLDINGS, LLCE Control
WAGNER, DAN, EDWARDIDEW HOLDINGS, LLCE Control
WAGNER, DAN, EDWARDIDEW HOLDINGS, LLCE Control
WAGNER, DAN, EDWARDIDEW HOLDINGS, LLCE Control
WAGNER, DAN, EDWARDIDEW HOLDINGS, LLCE Control
WAGNER, DAN, EDWARDIDEW HOLDINGS, LLCE Control
WAGNER, DAN, EDWARDIDEW HOLDINGS, LLCE Control
WAGNER, DAN, EDWARDIDEW HOLDINGS, LLCE Control
WAGNER, DAN, EDWARDIDEW HOLDINGS, LLCE Control
WAGNER, DAN, EDWARDIDEW HOLDINGS, LLCE Control
WAGNER, DAN, EDWARDIDEW HOLDINGS, LLCE Control
WAGNER, DAN, EDWARDIDEW HOLDINGS, LLCE Control
WAGNER, DAN, EDWARDIDEW HOLDINGS, LLCE Control
WAGNER, DAN, EDWARDIDEW HOLDINGS, LLCE Control
WAGNER, DAN, EDWARDIDEW HOLDINGS, LLCE Control
WAGNER, DAN, EDWARDIDEW HOLDINGS, LLCE Control
WAGNER, DAN, EDWARDIDEW HOLDINGS, LLCE Control
WAGNER, DAN, EDWARDIDEW HOLDINGS, LLCE Control
WAGNER, DAN, EDWARDIDEW HOLDINGS, LLCE Control

Registrations

Federal

IA
Mar 11, 2025 REGISTERED

Notice Filings (12)

CA CO FL GA IL LA MI NC NJ SC TX VA

Address

3 LEGACY PARK ROAD
SUITE A
GREENVILLE, SC 29607
United States
Phone: 864-236-4706