Wealth Advisors, Inc
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Overview
Wealth Advisors, Inc operates as a financial advisor firm headquartered in Henderson, Nevada. The company handles $224.2 million in total assets over 422 accounts, making it a mid-tier investment advisory firm in the country by assets under management (AUM). It has a small team, including 4 financial advisors. Wealth Advisors, Inc does not act as a registered broker-dealer, signifying that the firm is not able to buy and sell securities for its accounts and those of its clients and instead must go through a broker-dealer company to do so. Securities are defined as tradable fiscal investments like options, bonds and equities.
Wealth Advisors, Inc administers 328 of the firm's accounts on a discretionary basis. Discretionary management signifies that buy and sell choices for the client's account are made by a portfolio manager without requiring client approval. Wealth Advisors, Inc also administers 94 non-discretionary accounts totaling $12.1 million in assets under management. The investment advisory firm oversees roughly $531,214 in assets for each account. An average advisor at Wealth Advisors, Inc manages around 106 client accounts.
The firm's central office is at 170 S. Green Valley Parkway, Henderson, Nevada 89012. Wealth Advisors, Inc is registered to provide services to investors throughout a few states, including California, Nevada and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Wealth Advisors, Inc by the Numbers
$224.2 million
4
422
$531.2 thousand
Products and Services
Wealth Advisors, Inc provides a number of services, which can consist of financial planning services, portfolio management for individuals and small businesses and other services. Notably, it did not provide financial planning services to any of its clients in the last financial year. It does not sell products or offer services other than investment advice to its investment advisory customers. Wealth Advisors, Inc is also affiliated with one or more other companies in the financial services industry, including with an insurance company or agency.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial advisory fees typically vary depending on which services the firm provides the client. However, fee types billed by the firm likely include the following fee structures: asset-based, hourly or fixed. Wealth Advisors, Inc does participate in a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The company does business with a number of different clients. The company provides services to retail investors, high net worth investors, pension plans, charitable organizations and insurance companies. Out of its 422 accounts, Wealth Advisors, Inc's largest client group is retail investors, although it also manages money for 48 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 in AUM or a net worth of more than $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 1% of its customers are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 25.95%
- Other Individuals - 56.22%
- Corporations - 15.14%
- Charitable Organizations - 2.7%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Wealth Advisors, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Wealth Advisors, Inc
Henderson, NV
Henderson, NV
Henderson, NV
Henderson, NV
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