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| WPM Wealth Advisors LLC
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| |
|---|---|
| CRD # | 316722 |
| SEC # | 801-122458 |
| CIK # | |
| AUM | $54.3 MM (2024-03-25) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 518-369-5232 |
| Address | 63 Putnam Street Saratoga Springs, NY 12866 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 118 | 18.8 |
| (b) Individuals (high net worth individuals) | 39 | 35.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 309 | 54.3 |
| By Discretionary | ||
| Discretionary | 309 | 54.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 309 | 54.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 54.3 | |
| Total | 309 | 54.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
O'Domhnaill Enterprises Inc
✚
|
WY | 0.1 |
|
Wimer Investment Management LLC
✚
|
NJ | 0.1 |
|
Saperston Legacy Advisors Inc
✚
|
NY | 0.1 |
|
Mountain PASS Planning Corporation
✚
|
NY | 0.1 |
|
Aldemar Research Corporation
✚
|
NY | 0.1 |
|
Flying Point Asset Management LLC
✚
|
NY | 0.1 |
|
Minerva Wealth Advisory LLC
✚
|
NY | 0.1 |
|
GPS Financial LLC
✚
|
NY | 0.1 |
|
Coral Reef Advisors LLC
✚
|
FL | 0.1 |
|
Chlastawa Allan Frank
✚
|
NY | 0.1 |