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WEALTH MANAGEMENT ADVISORS RIA, INC.
CRD 309694
617 MAIN ST., WINDSOR, CO, 80550, United States
Phone
970-475-1753
Fax
720-528-8116
Registration
— (—)
Source
State registered
Total AUM
$115.2M
Discretionary AUM
$115.2M
Team
3 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; REFERRAL FEES
Org form
Corporation
Filing date
2026-02-06
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 121 | $51.2M |
| High net worth individuals | 30 | $63.9M |
All web addresses on file
Official SEC filing: View on IAPD