WEALTH MANAGEMENT ADVISORS

7 known aliases resolved via the canonical alias map

Market position · 2024

Plans served2-1 YoYRank #4930 of mapped providers

Assets under administration$26M0.0%Market share · rank #9139

Fees received$70,870Median $35,435/planSum across Schedule C direct + indirect

Net wins YoY-10 won · 1 lostPlan-level switch detection

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