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WMS ADVISORS, LLC
6135 Park South Drive
Suite 510
Charlotte, North Carolina 28210
Tel: 301-294-7804
About WMS ADVISORS, LLC
WMS ADVISORS, LLC, formally registered with the SEC as WMS ADVISORS, LLC. The firm was established in 02/07/2017. They have over 3 offices throughout the country.
WMS ADVISORS, LLC is a Charlotte, North Carolina based Financial Planning firm with nearly $196,113,694 assets under management, offering retirement planning & investment advisory services to 334 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 122224 |
| SEC# | 801-109946 |
| Assets Managed by Firm | $196,113,694 |
| No. of Clients | 334 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 334 | $196,113,694 |
| Individuals (other than high net worth individuals) | 70 | $28,973,960 |
| High net worth individuals | 35 | $163,310,760 |
| Pension and profit sharing plans | Fewer than 5 clients | $339,238 |
| Charitable organizations | Fewer than 5 clients | $3,184,700 |
| Corporations or other businesses | Fewer than 5 clients | $305,036 |
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