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WM PARTNERS, LP
21500 Biscayne Blvd
Suite 600
Aventura, Florida 33180
Tel: (754) 260-6500
About WM PARTNERS, LP
WM PARTNERS, LP, formally registered with the SEC as WM PARTNERS, LP. The firm was established in 06/05/2015. They have over 1 offices throughout the country.
WM PARTNERS, LP is a Aventura, Florida based Financial Planning firm with nearly $1,085,288,738 assets under management, offering retirement planning & investment advisory services to 13 clients. The firm is staffed with 20 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 235788 |
| SEC# | 801-100337 |
| Assets Managed by Firm | $1,085,288,738 |
| No. of Clients | 13 |
| No. of Advisors | 20 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 13 | $1,085,288,738 |
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