Wealth Advisors, L.l.c.

SEC-regulated
Registered investment advisor
Wealth Advisors, LLC is an independent registered investment advisor firm established in March 2004 by John W. Day, offering personalized investment advisory and asset management services. The firm typically provides services through accounts maintained at Schwab Advisor Services. Wealth Advisors offers asset management services tailored to individual needs, including discussing investment information, developing strategies, managing portfolios, and recommending specific investments. Clients are required to have a minimum investment of $500,000. The firm operates on a fee-only basis, charging annual fees based on a sliding scale depending on assets under management. Wealth Advisors uses fundamental and technical analysis to evaluate securities and offers three main portfolio strategies: Traditional, Conservative, and Aggressive. Clients can grant discretionary authority for trading. The firm reviews accounts periodically and does not perform proxy voting services. John W. Day, the managing member, has certifications and extensive experience in the financial industry. For more information, visit www.wealthok.com or refer to SEC's website using CRD Number: 131248.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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