Clayton Koch
Investment adviser representative at Wealth Management Advisors, LLC
13 yearsExperience
3 statesRegistered in
$686.1MFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Wealth Management Advisors, LLC.Jun 2024 to now
- Arkadios CapitalJun 2024 to now
- Morgan Stanley Private Bank, N.A.Oct 2017 to now
- Morgan Stanley Smith Barney LLCSep 2017 to May 2024
- Northwestern Mutual Investment Services LLCJan 2017 to Aug 2017
- Heath JohnsonMay 2016 to Aug 2017
- College of CharlestonAug 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 3 states (FL, NC, SC).
Wealth Management Advisors, LLC
$686.1MAssets managed
739Clients
5Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6577622
- Firm CRD
- 171260