Wealth Management Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers. Financial planning was provided to 101–250 clients last fiscal year.
Wealth Management Advisors reports 739 clients. They include 493 individual clients, 205 high-net-worth individuals, and 19 pension and profit-sharing plans. Of its assets, 100.0% ($686M across 1,268 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $649M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 67% | 10% |
| High-net-worth individuals | 28% | 65% |
| Pension and profit-sharing plans | 3% | 3% |
| Charitable organizations | <1% | <1% |
| State or municipal government entities | <1% | <1% |
| Other client typesInsurance companies; Corporations and other businesses | 2% | 21% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 493 | $67.9M | 9.9% | $138K |
| High-net-worth individuals | 205 | $447M | 65.1% | $2.18M |
| Pension and profit-sharing plans | 19 | $22.9M | 3.3% | $1.21M |
| Charitable organizations | 7 | $1.91M | 0.3% | $273K |
| State or municipal government entities | Fewer than 5 | $829K | 0.1% | $829K |
| Insurance companies | Fewer than 5 | $16M | 2.3% | $7.98M |
| Corporations and other businesses | 12 | $130M | 19.0% | $10.8M |
| Total | 739 | $686M | 100% | — |
- Clients
- 493
- Regulatory AUM
- $67.9M
- AUM share
- 9.9%
- Avg. per client
- $138K
- Clients
- 205
- Regulatory AUM
- $447M
- AUM share
- 65.1%
- Avg. per client
- $2.18M
- Clients
- 19
- Regulatory AUM
- $22.9M
- AUM share
- 3.3%
- Avg. per client
- $1.21M
- Clients
- 7
- Regulatory AUM
- $1.91M
- AUM share
- 0.3%
- Avg. per client
- $273K
- Clients
- Fewer than 5
- Regulatory AUM
- $829K
- AUM share
- 0.1%
- Avg. per client
- $829K
- Clients
- Fewer than 5
- Regulatory AUM
- $16M
- AUM share
- 2.3%
- Avg. per client
- $7.98M
- Clients
- 12
- Regulatory AUM
- $130M
- AUM share
- 19.0%
- Avg. per client
- $10.8M
Total
- Clients
- 739
- Regulatory AUM
- $686M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Wealth Management Advisors is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Stand-alone financial planning is estimated at the start of the engagement and billed at an hourly rate of $500.
Wagner Wealth Management, LLC owns 75% or more of Wealth Management Advisors and is in turn owned by Dew Holdings, LLC (75% or more). The leadership team of Wealth Management Advisors includes President Jennifer Osgood. It has 10 employees, 5 of them in advisory roles.
Staff
- 10 employees
- 5 in advisory functions
- 5 state-registered reps
- 6 broker-dealer reps
- 7 insurance agents
- Owns 75% or more of Wealth Management Advisors, LLC
Wagner Wealth Management, LLC
Control person · since May 2014
- Owns 75% or more of Wagner Wealth Management, LLC
Dew Holdings, LLC
Control person · since October 2013
- Owns 75% or more of Dew Holdings, LLC
Dan Wagner
Control person · since October 2013
Wealth Management Advisors’ regulatory assets grew 2.1× from $325M (March 2021) to $686M (March 2026); clients fell from 812 to 739 and employees were 10 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $686M | 739 | 10 | 2 |
| Mar 2025March 2025 | $563M | 761 | 8 | 2 |
| Jun 2024June 2024 | $465M | 745 | 10 | 2 |
| Mar 2023March 2023 | $379M | 882 | 8 | 2 |
| May 2022May 2022 | $425M | 855 | 9 | 2 |
| Mar 2021March 2021 | $325M | 812 | 10 | 3 |
Besides its headquarters, Wealth Management Advisors has 1 office, with 2 listed addresses in 1 state.
South Carolina · 2 listed addresses
- 3 Legacy Park Road, Suite A, GreenvilleHQ
- 301 S. McDuffie St., Anderson
Other business names
Wealth Management Advisors has reported 1 other business name to the SEC.
- Wagner Wealth Management, LLC
Contact and registration details
- Legal name
- Wealth Management Advisors, LLC
- Headquarters
- 3 Legacy Park Road, Suite A, Greenville, SC 29607
- Website
- Not reported
- Phone
- 864-236-4706
- SEC file
- 801-79660
- Structure
- South Carolina LLC
- Fiscal year end
- December
Wealth Management Advisors’ named custodian for separately managed accounts is Charles Schwab ($649M). Wealth Management Advisors does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $649M100%
At year end, Wealth Management Advisors’ separately managed accounts were mostly in stocks (74%) and funds (19%). Its reported 13F holdings for the quarter ended 30 June 2026 total $541M across 282 positions; the largest are J P Morgan Exchange Traded F (8.8%), AB Active ETFS Inc. (8.2%) and J P Morgan Exchange Traded F (6.4%).
What the accounts hold
- Stocks74%
- Exchange-traded equities72%
- Non-exchange-traded equities2%
- Funds19%
- Bonds2%
- U.S. government and agency bonds1%
- State and local bonds1%
- Cash5%
How many clients does Wealth Management Advisors have?
Wealth Management Advisors has 739 clients and manages $686 million for them, as of March 2026. They include 493 individual clients, 205 high-net-worth individuals, and 19 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 16 March 2026
What services does Wealth Management Advisors offer?
Wealth Management Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Wealth Management Advisors use?
Wealth Management Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $649M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 16 March 2026
How many financial advisors does Wealth Management Advisors have?
Wealth Management Advisors has 5 investment adviser representatives registered with state securities authorities, out of 10 employees, and 5 perform investment advisory functions. 6 employees are registered representatives of a broker-dealer and 7 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Wealth Management Advisors invest in?
At the end of its last fiscal year, Wealth Management Advisors’ separately managed accounts held 72% exchange-traded equities, 19% registered funds (mutual funds, ETFs, BDCs), 5% cash and equivalents, 2% non-exchange-traded equities, 1% U.S. government and agency bonds and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Wealth Management Advisors?
Wealth Management Advisors is owned through a chain of holding companies by Dan Wagner. Its direct owner is Wagner Wealth Management, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 16 March 2026
How does Wealth Management Advisors get paid?
Wealth Management Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Wealth Management Advisors?
Wealth Management Advisors’ main office is at 3 Legacy Park Road, Suite A, Greenville, SC 29607. Its phone number is 864-236-4706.