{
  "crd_number": 170852,
  "slug": "wealth-management-investment-advisors-llc-spring-tx-170852",
  "primary_business_name": "WEALTH MANAGEMENT INVESTMENT ADVISORS, LLC",
  "legal_name": "WMA FINANCIAL, LLC",
  "dbas": [],
  "city": "Spring",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "26420",
  "metro": {
    "cbsa_code": "26420",
    "common_name": "Houston",
    "msa_name": "Houston-Pasadena-The Woodlands, TX",
    "path": "/advisors/tx/houston"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2018-01-10",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": 6,
  "advisory_employees": 5,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": null,
      "count": 101
    },
    "pension_profit_sharing": {
      "raum": null,
      "count": 6
    },
    "high_net_worth_individuals": {
      "raum": null,
      "count": 74
    }
  },
  "compensation_types": [
    "fixed",
    "other"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "TX"
  ],
  "websites": [
    "https://ewealthadvisors.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/170852",
  "city_as_filed": "SPRING",
  "url": "https://advisorcensus.com/firm/wealth-management-investment-advisors-llc-spring-tx-170852",
  "display_name": "Wealth Management Investment Advisors, LLC",
  "summary": "Wealth Management Investment Advisors, LLC is a state-registered investment advisory firm in Spring, TX, registered since 2018, with no regulatory assets under management reported in its Form ADV filing dated March 30, 2026.",
  "citation": "AdvisorCensus. Wealth Management Investment Advisors, LLC (CRD 170852): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Wealth Management Investment Advisors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Wealth Management Investment Advisors, LLC reports these compensation arrangements: fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Wealth Management Investment Advisors, LLC located?",
      "a": "Wealth Management Investment Advisors, LLC's principal office is in Spring, TX, according to its Form ADV."
    },
    {
      "q": "Is Wealth Management Investment Advisors, LLC registered with the SEC or a state?",
      "a": "Wealth Management Investment Advisors, LLC is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 170852."
    },
    {
      "q": "What types of clients does Wealth Management Investment Advisors, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (101); high net worth individuals (74); pension and profit sharing plans (but not the plan participants or government pension plans) (6)."
    },
    {
      "q": "Does Wealth Management Investment Advisors, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/170852"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/wealth-management-investment-advisors-llc-spring-tx-170852.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 101,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 74,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 6,
      "fewer_than_5": false,
      "raum": null
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/170852",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}