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WMS WEALTH PLANNERS
17 Brilliant Avenue
Suite 302
Pittsburgh, Pennsylvania 15215
Tel: 412-781-7100
About WMS WEALTH PLANNERS
WMS WEALTH PLANNERS, formally registered with the SEC as WMS WEALTH PLANNERS. The firm was established in 11/29/2019. They have over 2 offices throughout the country.
WMS WEALTH PLANNERS is a Pittsburgh, Pennsylvania based Financial Planning firm with nearly $222,472,616 assets under management, offering retirement planning & investment advisory services to 628 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 305481 |
| SEC# | 801-117711 |
| Assets Managed by Firm | $222,472,616 |
| No. of Clients | 628 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 628 | $222,472,616 |
| Individuals (other than high net worth individuals) | 187 | $39,598,519 |
| High net worth individuals | 89 | $162,684,877 |
| Pension and profit sharing plans | Fewer than 5 clients | $7,352,309 |
| Charitable organizations | Fewer than 5 clients | $6,660,616 |
| Corporations or other businesses | Fewer than 5 clients | $203,845 |
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| $7,909,760,294,676 | 209 | 980 | |
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