|
⚲
|
| W Advisors LLC
✚
|
|
|---|---|
| CRD # | 168452 |
| SEC # | 801-78543 |
| CIK # | 0001929907 |
| AUM | $244.9 M (2026-03-17) |
| Employees | 3 (67% Investors, 33% Brokers) |
| Phone | 901-410-8040 |
| Address | 2289 West Street Germantown, TN 38138 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 10.3 | ||
| Merck & Co Inc | 8.7 | ||
| Microsoft Corp | 6.0 | ||
| Nvidia Corp | 2.6 | ||
| J P Morgan Chase & Co | 2.3 | ||
| Johnson & Johnson | 2.3 | ||
| Alphabet Inc | 2.2 | ||
| Lockheed Martin Corp | 2.1 | ||
| Amazon Com Inc | 1.8 | ||
| Kroger Co | 1.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 68 | 23.7 |
| (b) Individuals (high net worth individuals) | 27 | 221.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 500 | 244.9 |
| By Discretionary | ||
| Discretionary | 357 | 152.1 |
| Non-Discretionary | 143 | 92.8 |
| Total | 500 | 244.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 244.8 | |
| Total | 500 | 244.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001929907] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Global Wealth Management LLC
✚
|
NJ | 0.2 |
|
RM Financial Services LLC
✚
|
ME | 0.2 |
|
Cannon Wealth Management Services LLC
✚
|
NC | 0.2 |
|
Integras Partners LLC
✚
|
GA | 0.2 |
|
Merrion Investment Management Co LLC
✚
|
NJ | 0.2 |
|
MJR Financial LLC
✚
|
TX | 0.2 |
|
Clear Ridge Wealth Management LLC
✚
|
MI | 0.2 |
|
Boyce & Associates Wealth Consulting Inc
✚
|
TX | 0.2 |
|
Lederer & Associates Investment Counsel
✚
|
CA | 0.2 |
|
Bazis Private Wealth LLC
✚
|
NE | 0.2 |