Wealth Advisors Inc
Legal Name: WEALTH ADVISORS, INC.
16909 VIA DE SANTA FE, SUITE 202, RANCHO SANTA FE, CA
858.481.4088
http://www.wealthadvisorsinc.com
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Full Contact Details
Wealth Advisors Inc
16909 VIA DE SANTA FE, SUITE 202, RANCHO SANTA FE, CA
858.481.4088
858.356.0143
Other Info
Wealth Advisors, Inc. is a California corporation that has 6 employees, with 1 serving in an advisory capacity. Although the firm's client base is undisclosed, it has received SEC approval as its most recent status update.
Home | Wealth Advisors
Welcome to Wealth Advisors, an independent, SEC Registered Investment Advisor in Rancho Santa Fe, California. We specialize in helping clients simplify and streamline their finances by creating comprehensive plans that enable them to reach short- and long-term goals.
Direct Owners
-
KENNETH DEAN FINCHER
VICE PRESIDENT & CHIEF COMPLIANCE OFFICER owns less than 5%
-
PAUL EDWARD DROLSON
PRESIDENT, DIRECTOR owns 75% or more
Firms Located Nearby
Top Holdings
Period of report:
Jun 30, 2019
|
Effectiveness Date:
Aug 7, 2019
- Apple Inc $15,427k
- ISHARES $12,531k
- SPDR S&P 500 ETF TR TR UNIT $10,947k
- Amazon.com Inc $10,178k
- ISHARES TR CORE S&P MCP ETF $9,467k
- ALPHABET INC $8,854k
- CISCO SYSTEMS INC $8,579k
- ISHARES TR CORE S&P SCP ETF $6,071k
- ISHARES TR CORE MSCI EAFE $6,030k
- SELECT SECTOR SPDR TR SBI INT-FINL $5,998k