Steven Frueh
Steven Frueh is a registered investment advisor at Wealth Management Investment Advisors, LLC, based in Spring, TX, with 18 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 252 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
WMA Financial does not directly manage investments. Instead, they recommend third-party money managers. WMA Financial is paid a portion of the advisory fee that the third party money manager charges the client.
Location
18935 I-45 North, Spring, TX, 77389
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Steven is the owner of Wealth Management Investment Advisors, an RIA providing financial planning and consulting, and Sonnet, LLC, an RIA providing portfolio management services. He is also a managing member of Galmont, LLC, receiving member draws and dedicating minimal time.
Employment History
Current Registrations
Wealth Management Investment Advisors, LLC
Sonnet, LLC
Previous Registrations
Sonnet, LLC
Wealth Management Investment Advisors, LLC
Sonnet, LLC
Wealth Management Investment Advisors, LLC
Regal Investment Advisors LLC
Onyx Wealth Advisors, INC.
Aig Retirement Advisors, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.