⚲
|
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 |