WMS Advisors LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
Latest Filings
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
WMS Advisors LLC
CRD #122224
SEC #801-109946
CIK #
AUM $167.6 MM (2023-03-02)
Employees 5 (100% Investors, 80% Brokers)
Phone301-294-7804
Address11300 Rockville Pike, Suite 800
Rockville, MD 20852
Source [IAPD] [Website] [Facebook]
Total AUM ($MM)
170136102683402001200820162024
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
Terms | Privacy | Guide
tony@aum13f.com