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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| WPM Wealth Advisors LLC
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|---|---|
| CRD # | 316722 |
| SEC # | 801-122458 |
| CIK # | |
| AUM | $64.4 M (2025-05-30) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 518-369-5232 |
| Address | 63 Putnam Street Saratoga Springs, NY 12866 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 127 | 23.4 |
| (b) Individuals (high net worth individuals) | 42 | 41.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 328 | 64.4 |
| By Discretionary | ||
| Discretionary | 328 | 64.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 328 | 64.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 64.4 | |
| Total | 328 | 64.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Success Wealth Management LLC
✚
|
PA | 0.1 |
|
Occam Capital Management LLC
✚
|
NY | 0.1 |
|
Capital Formation Advisers LLC
✚
|
0.1 | |
|
Munakata Associates LLC
✚
|
0.1 | |
|
Watchstone Wealth Management LLC
✚
|
0.1 | |
|
Fiduciary Management Group LLC
✚
|
NY | 0.1 |
|
AXIA Asset Management LLC
✚
|
0.1 | |
|
Wealthyx LLC
✚
|
TX | 0.1 |
|
Aldemar Research Corporation
✚
|
0.1 | |
|
EVER Green Wealth Management LLC
✚
|
NY | 0.1 |