# Wealth Management Advisors, LLC

> Wealth Management Advisors, LLC is an SEC-registered investment advisory firm in Greenville, SC, registered since 2014, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 16, 2026.

- CRD: 171260
- Filed as: WEALTH MANAGEMENT ADVISORS, LLC
- Also doing business as: WAGNER WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Greenville, SC
- Filing period: October 2026
- Form ADV filing dated: March 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/171260
- AdvisorCensus page: https://advisorcensus.com/firm/wealth-management-advisors-llc-greenville-sc-171260

## Quick answers

**How is Wealth Management Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Wealth Management Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Wealth Management Advisors, LLC charge?**
Its Form ADV Part 2A brochure dated March 16, 2026 states: Hourly rate: $500 an hour (stand-alone financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Wealth Management Advisors, LLC located?**
Wealth Management Advisors, LLC's principal office is in Greenville, SC, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Wealth Management Advisors, LLC registered with the SEC or a state?**
Wealth Management Advisors, LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 171260.

**How much does Wealth Management Advisors, LLC manage?**
Wealth Management Advisors, LLC reports $686,123,088 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (100% discretionary).

**How have Wealth Management Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Wealth Management Advisors, LLC: Regulatory assets under management: $325,145,321 in the October 2021 data and $686,123,088 in the October 2026 data, up 111%. Total employees: 9 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Wealth Management Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (493); high net worth individuals (205); pension and profit sharing plans (but not the plan participants or government pension plans) (19).

**Which custodians does Wealth Management Advisors, LLC use?**
Wealth Management Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Wealth Management Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/171260

**Does Wealth Management Advisors, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 16, 2026 says: "With some exceptions, the minimum portfolio value eligible for conventional investment advisory services is $250,000, and there is no minimum annual fee charged."

**What changed in Wealth Management Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $562,697,473 to $686,123,088 (+22%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 16, 2026)

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> With some exceptions, the minimum portfolio value eligible for conventional investment advisory services is $250,000, and there is no minimum annual fee charged.

- Hourly rate: $500 an hour (stand-alone financial planning services)

> When we provide stand-alone financial planning services to you, these fees are estimated at the time of the engagement for such services and are based on the hourly rate of $500.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $686,123,088
- Discretionary: $686,123,088
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 493 | $67,873,541 |
| High net worth individuals | 205 | $446,532,753 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 19 | $22,946,693 |
| Charitable organizations | 7 | $1,912,516 |
| State or municipal government entities (including government pension plans) | 1 | $829,284 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | 2 | $15,968,136 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | 12 | $130,060,165 |
| Other | Not reported | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2014 (12 years)
- Employees: 10 total, 5 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: FL, GA, LA, MI, NC, NJ, SC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Anderson, SC

### Websites listed on Form ADV (Item 1.I)
- instagram/wagnerwealthmanagement.com
- wagnerwealthmanagement.com
- Facebook @WAGNERWEALTH
- LinkedIn @WAGNER-WEALTH-MANAGEMENT-llc
- LinkedIn @wagnerwealthmanagement
- X @WAGNER_WEALTH

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $325,145,321 | 9 | August 19, 2021 |
| October 2022 | $425,452,466 | 9 | August 30, 2022 |
| October 2023 | $379,471,671 | 8 | March 26, 2023 |
| October 2024 | $465,312,217 | 10 | June 4, 2024 |
| October 2025 | $562,697,473 | 8 | March 11, 2025 |
| October 2026 | $686,123,088 | 10 | March 16, 2026 |

Regulatory assets under management: $325,145,321 in the October 2021 data and $686,123,088 in the October 2026 data, up 111%.
Total employees: 9 in October 2021 and 10 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $562,697,473 to $686,123,088 (+22%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealth Management Advisors, LLC (CRD 171260): Form ADV filing data as of October 2026.