Wealth manager, wrap-program sponsor · Greenville, SC
Wealth Management Advisors, LLC
SEC-registered investment adviser · CRD 171260 · SEC 801-79660
At a glance
Wealth Management Advisors, LLC is an SEC-registered investment adviser based in Greenville, South Carolina, with $686 million in regulatory assets under management as of its Form ADV filed March 16, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 698 individual clients. By Form ADV it is a wealth manager (wrap-program sponsor), ranked 2,184th of 8,915 wealth managers and 6,613th of 17,210 SEC-registered advisers by assets.
Main office 864-236-4706wagnerwealthmanagement.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $686M
- Rank among wealth managers
- #2,184 of 8,915
- Rank among all SEC RIAs
- #6,613 of 17,210
- Rank in South Carolina
- #23 of 116
- Individual clients
- 698
- High-net-worth clients
- 205
- Accounts
- 1,268
- Discretionary
- 100% of AUM
- Employees
- 10
- Advisory staff
- 5
- Offices
- 2
Owners and executives on its Form ADV
- Dan E. WagnerCeo/cco
- Jennifer L. OsgoodPresident
- MIRIAM G. EDWARDSCOO
Custody and brokerage
Broker-dealer
Hybrid RIA
Wealth Management Advisors, LLC is a hybrid RIA: 6 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed March 2026) names Arkadios Capital, an unaffiliated broker-dealer, as the broker-dealer its advisers are registered with.
Some of our staff members are registered representatives of Arkadios and are thus able to provide the services requested.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 205 | $447M | 65% |
| Corporations or other businesses | 12 | $130M | 19% |
| Individuals | 493 | $68M | 10% |
| Pension and profit sharing plans | 19 | $23M | 3% |
| Insurance companies | 2 | $16M | 2% |
| Charitable organizations | 7 | $2M | <1% |
| State or municipal government entities | 1 | $1M | <1% |
Disciplinary disclosures
Wealth Management Advisors, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗wagnerwealthmanagement.com ↗
AtlasMembers
The full record on Wealth Management Advisors, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 4,565 peers of its type and size
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- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Wealth Management Advisors, LLC manage?
Wealth Management Advisors, LLC reports $686 million in regulatory assets under management across 1,268 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 16, 2026.
What kind of firm is Wealth Management Advisors, LLC?
Wealth Management Advisors, LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Wealth Management Advisors, LLC’s clients?
By assets, its largest client types are high-net-worth individuals ($447 million, 205 clients); corporations or other businesses ($130 million, 12 clients); individuals ($68 million, 493 clients).
Does Wealth Management Advisors, LLC have any disciplinary history?
Wealth Management Advisors, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Wealth Management Advisors, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-16), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →