Kyle A. Stearns

WEALTH MANAGEMENT ADVISORS RIA

WINDSOR, CO 80550

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CRD#: 7488541

Professional summary

Kyle A Stearns, who also goes by Kyle Abraham Stearns I, Kyle Stearns, is a registered financial advisor currently at WEALTH MANAGEMENT ADVISORS RIA, INC. located in Windsor, Colorado.

Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Kyle has worked at 4 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

Kyle Abraham Stearns I | Kyle Stearns

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle A Stearns's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 23, 2026 - Present

WEALTH MANAGEMENT ADVISORS RIA, INC.

Office #1: 617 Main St., Windsor, CO 80550

RIA

CRD#: 309694

WINDSOR, CO

Past

December 1, 2023 - June 17, 2026

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

HONOLULU, HI

Past

October 23, 2023 - June 17, 2026

EQUITABLE ADVISORS, LLC

CRD#: 6627

HONOLULU, HI

Past

June 21, 2023 - August 23, 2023

MORGAN STANLEY

CRD#: 149777

Sandy, UT

Past

January 1, 2023 - August 23, 2023

E*TRADE SECURITIES LLC

CRD#: 29106

SANDY, UT

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(6/23/2026)

IAR

Colorado
(6/23/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/18/2023

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 4/14/2023

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 12/30/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 11/18/2022

Securities Industry Essentials Examination

Current Firm

WEALTH MANAGEMENT ADVISORS RIA, INC.

CRD#: 309694 / SEC#:

California

Registered Investment Advisory firm - (7/22/2022 Approved)

Colorado

Registered Investment Advisory firm - (7/31/2020 Approved)

Louisiana

Registered Investment Advisory firm - (2/6/2023 Approved)

New Mexico

Registered Investment Advisory firm - (12/31/2023 Terminated)

Texas

Registered Investment Advisory firm - (7/7/2022 Approved)

Washington

Registered Investment Advisory firm - (12/31/2023 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

617 Main St., Windsor, CO 80550

Mailing Address

Phone number

(970) 475-1753

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	151
AUM (Assets Under Management)	$ 115,171,957

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Kyle A. Stearns

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle A Stearns's CRS (Customer Relationship Summary).

Certified licenses

Experience

WEALTH MANAGEMENT ADVISORS RIA, INC.

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

MORGAN STANLEY

E*TRADE SECURITIES LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/18/2023

Series 63

Date: 4/14/2023

Series 7TO

Date: 12/30/2022

SIE

Date: 11/18/2022

Current Firm

WEALTH MANAGEMENT ADVISORS RIA, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WEALTH MANAGEMENT ADVISORS RIA, INC.

TRUST BUT VERIFY

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