|
⚲
|
| Keyboard |
| WPM Wealth Advisors LLC
✚
|
|
|---|---|
| CRD # | 316722 |
| SEC # | 801-122458 |
| CIK # | |
| AUM | 72.4 M (2026-02-06) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 518-369-5232 |
| Address | 63 Putnam Street Saratoga Springs, NY 12866 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 345 | 52.5 |
| (b) Individuals (high net worth individuals) | 8 | 19.9 |
| (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 | 353 | 72.4 |
| By Discretionary | ||
| Discretionary | 353 | 72.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 353 | 72.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 72.4 | |
| Total | 353 | 72.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Allos Investment Advisors LLC
✚
|
KS | 73.6 M |
|
Countryside Financial LLC
✚
|
NY | 73.2 M |
|
Leslie Gale Advisors LLC
✚
|
73.2 M | |
|
KDM Capital LLC
✚
|
72.3 M | |
|
R Seeger Wealth Management Ltd
✚
|
NY | 72.1 M |
|
Harvest Capital Assets LLC
✚
|
72.0 M | |
|
Silver Advisors LLC
✚
|
NY | 71.9 M |
|
Epogee Capital Management LLC
✚
|
71.8 M | |
|
Main Street Financial LLC
✚
|
NY | 71.1 M |
|
Exclusive Resource Management LLC
✚
|
NY | 71.1 M |