|
⚲
|
| WMS Advisors LLC
✚
|
|
|---|---|
| CRD # | 122224 |
| SEC # | 801-109946 |
| CIK # | |
| AUM | $167.6 MM (2023-03-02) |
| Employees | 5 (100% Investors, 80% Brokers) |
| Phone | 301-294-7804 |
| Address | 11300 Rockville Pike, Suite 800 Rockville, MD 20852 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 75 | 26.7 |
| (b) Individuals (high net worth individuals) | 36 | 137.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.4 |
| (h) Charitable organizations | 0 | 2.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 276 | 167.6 |
| By Discretionary | ||
| Discretionary | 10 | 2.6 |
| Non-Discretionary | 266 | 165.0 |
| Total | 276 | 167.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 167.6 | |
| Total | 276 | 167.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Paul J Glashofer Enterprises Inc
✚
|
MD | 0.2 |
|
BCK Partners Inc
✚
|
NY | 0.2 |
|
1620 Investment Advisors Inc
✚
|
MA | 0.2 |
|
Loudon Investment Management LLC
✚
|
NH | 0.2 |
|
VB&T Wealth Management LLC
✚
|
AZ | 0.2 |
|
MOS Capital Inc
✚
|
VA | 0.2 |
|
Teramo Advisors LLC
✚
|
FL | 0.2 |
|
Terra Wealth Management LLC
✚
|
NC | 0.2 |
|
Lifetime Wealth Management PC
✚
|
TX | 0.2 |
|
MRP Capital Investments LLC
✚
|
GA | 0.2 |