WEALTH ADVISORS, INC.

https://www.facebook.com/WealthAdvisorsInc/ RANCHO SANTA FE, CA How do I update this listing?

Wealth Advisors is based out of Rancho Santa Fe. Wealth Advisors is a large advisory firm with 56 clients and discretionary assets under management (AUM) of $108,488,076 (Form ADV from 2019-07-01). Their last reported 13F filing for Q4 2019 included $175,376,000 in managed 13F securities and a top 10 holdings concentration of 71.55%. Wealth Advisors's largest holding is Amazon.com Inc. with shares held of 14,287. Whalewisdom has at least 1 13F filings

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12/31/2019

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12/31/2019

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WEALTH ADVISORS, INC.
16909 VIA DE SANTA FE SUITE 202
RANCHO SANTA FE CA    92067-2429
Country: United States

Business Phone: 858.481.4088
Fax: 858.356.0143
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: CA
Number of employees: 6
Other Business Activities: insurance broker or agent
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 56
Amount of client funds and securities by related persons: 108,488,000
Total Number of clients from related persons: 118
Disclosures: 11.H (1).(b)
Data above was derived from SEC filings.

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