Wealth Management Advisors, LLC

Wealth Management Advisors, LLC, also known as Wagner Wealth Management, was established in 2014 and offers financial planning, portfolio management, retirement plan advice, and general consulting services. The firm works with individuals, trusts, businesses, and corporations, providing services such as direct management of client portfolios, a wrap fee program, financial planning, third party money manager accounts, and retirement planning for 3(31) and 3(38) plans. Clients can impose reasonable restrictions on their accounts, and the firm's investment strategy is primarily long-term focused. WMA does not have performance-based fees or side-by-side management. The firm serves various types of clients, with a minimum portfolio value of $250,000 for conventional investment advisory services. WMA has a detailed privacy policy in place to protect clients' nonpublic personal information and maintains confidentiality. Clients receive quarterly account statements from the qualified custodian, and the firm does not generally vote proxies related to securities held in client accounts. WMA does not disclose nonpublic personal information to non-affiliated third parties, except as permitted by law, and has safeguards in place to protect client information.