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WEALTH ADVISORS, LLC

dba MCCARTHY WEALTH & TAX ADVISORS · CRD 135875 · Registered Investment Adviser

WEALTH ADVISORS, LLC is a Registered Investment Adviser headquartered in SPRINGBORO, OH. The firm reports $202,041,581 in regulatory assets under management across 848 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$202,041,581
Non-discretionary$0
Total RAUM$202,041,581
Accounts848

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 135875. adviserinfo.sec.gov/firm/summary/135875.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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