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Wealth Management Advisors, inc.

Updated today

Client assets under management

$46,549,913

Clients

242

12% high-net-worth

Advisors

2

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

121

Very High

Average account size

$192,355

About

Wealth Management Advisors, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, corporations and closely held businesses. The firm offers portfolio management on an individualized basis, general investment planning and advice on securities, insurance products and annuities, and also facilitates access to third‑party investment programs through the AssetMark platform.

The firm’s stated approach combines fundamental and technical analysis and may include long‑term and short‑term purchases, short sales and margin transactions where appropriate; it introduces clients to independent discretionary managers on the AssetMark platform and assists in their selection and ongoing monitoring. Notably, the brochure discloses that the firm does not maintain discretionary authority over client accounts – it reported no discretionary AUM and manages client assets on a predominantly non‑discretionary basis.

Compared with many supported peers, the firm maintains an affiliated tax and bookkeeping entity, WMATax Services, LLC, and offers business management consulting and periodic educational seminars or workshops to clients at no charge. The principal is also a licensed insurance agent and the firm discloses the potential for commissionable insurance recommendations and other relationships tied to the AssetMark platform, which the firm monitors and discloses as potential conflicts of interest.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops Business management consultation

Expertise

Annuities

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Fee options

Percentage

$0 - $250,000: 1.20% $250,001 - $500,000: 1.00% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $3,000,000: 0.75% $3,000,001 - $4,000,000: 0.50% $4,000,001 - $5,000,000: 0.50% $5,000,001 - $7,000,000: 0.25% $7,000,001 - $8,000,000: 0.15% $8,000,001+: 0.15%

Project-based

$50-$350 per hour depending on staff level and services rendered

Other

Account minimum: $10,000 (for AssetMark Platform Mutual Fund accounts; higher minimums apply depending on investment solution) Minimum fee: Annual minimum Platform fee of $350 for certain ETF and mutual fund investment solutions

Main office location

Wealth Management Advisors, inc.

2275 Schuetz Road

St. Louis MO 63146, United States

Number of offices

2

Most active in

Florida · Illinois · Missouri · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Sherri F

CFP®, Series 63, Series 65

St. Louis, MO

Wealth Management Advisors, inc.

Sherri Weintrop is a CFP® with 39 years of industry experience, currently serving at Wealth Management Advisors, Inc. in St. Louis, MO, where she has worked since 1998. Prior to that, she spent 28 years at Royal Alliance Associates, Inc. Outside of her advisory role, she is involved in nonprofit activities, including co-chairing a fundraising effort for Missouri Baptist Medical Center and serving as chair of fundraising and secretary for Shir Hadash Reconstructionist Community. Wealth Management Advisors, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and closely held businesses. The firm offers individualized portfolio management, financial planning, and access to third-party advisory platforms, typically operating on a non-discretionary basis while also facilitating discretionary wrap or SMA solutions.

Annuities
user avatar

Annmarie H

Series 63, Series 66

Washington, MO

Wealth Management Advisors, inc.

Annmarie Hoerr is a financial advisor with Wealth Management Advisors, Inc. in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Her prior experience includes roles at Sagepoint Financial, Inc. and Sagepoint Financial LLC. Outside of advising, she is a notary public in Missouri and participates in several community organizations, including the Washington Optimist Club and Women With Purpose, a nonprofit focused on professional and personal development for women. Wealth Management Advisors, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and closely held businesses. The firm offers individualized portfolio management and financial planning, working primarily on a non-discretionary basis and utilizing both fundamental and technical analysis in its investment recommendations.

Annuities
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