FAMILY WMS, LLC

490 N. Milledge Ave
Athens, Georgia 30601
Tel: 404-961-1051

About FAMILY WMS, LLC

FAMILY WMS, LLC, formally registered with the SEC as FAMILY WMS, LLC. The firm was established in 04/18/2003. They have over 2 offices throughout the country.

FAMILY WMS, LLC is a Athens, Georgia based Financial Planning firm with nearly $581,378,868 assets under management, offering retirement planning & investment advisory services to 570 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	126456
SEC#	801-61987
Assets Managed by Firm	$581,378,868
No. of Clients	570
No. of Advisors	8

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (TAX ACCOUNTING SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	570	$581,378,868
Individuals (other than high net worth individuals)	17	$4,058,573
High net worth individuals	75	$577,320,295

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