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WPM WEALTH ADVISORS LLC
63 Putnam Street
Suite 202
Saratoga Springs, New York 12866
Tel: 518-369-5232
About WPM WEALTH ADVISORS LLC
WPM WEALTH ADVISORS LLC, formally registered with the SEC as WPM WEALTH ADVISORS LLC. The firm was established in 10/07/2021. They have over 1 offices throughout the country.
WPM WEALTH ADVISORS LLC is a Saratoga Springs, New York based Financial Planning firm with nearly $64,388,000 assets under management, offering retirement planning & investment advisory services to 328 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 316722 |
| SEC# | 801-122458 |
| Assets Managed by Firm | $64,388,000 |
| No. of Clients | 328 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 328 | $64,388,000 |
| Individuals (other than high net worth individuals) | 127 | $23,388,000 |
| High net worth individuals | 42 | $41,000,000 |
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