Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > tennessee > germantown > W ADVISORS LLC
W ADVISORS LLC
2289 West Street
Germantown, Tennessee 38138
Tel: 901-410-8040
About W ADVISORS LLC
W ADVISORS LLC, formally registered with the SEC as W ADVISORS LLC. The firm was established in 01/24/2014. They have over 1 offices throughout the country.
W ADVISORS LLC is a Germantown, Tennessee based Financial Planning firm with nearly $185,587,251 assets under management, offering retirement planning & investment advisory services to 406 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 168452 |
| SEC# | 801-78543 |
| Assets Managed by Firm | $185,587,251 |
| No. of Clients | 406 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 406 | $185,587,251 |
| Individuals (other than high net worth individuals) | 70 | $17,196,330 |
| High net worth individuals | 25 | $168,390,921 |
More Retirement Planning firms in Germantown, Tennessee:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $651,482,000,000 | 62140 | 4565 | |
| $14,371,072,726 | 37 | 37 | |
| $13,961,190,744 | 9 | 48 | |
| $12,356,541,464 | 8945 | 236 | |
| $10,409,129,905 | 208 | 42 |
Explore More Retirement Advisors in Germantown, Tennessee