Overview
Assets Under Management: $581 million
Headquarters: ATHENS, GA
High-Net-Worth Clients: 75
Average Client Assets: $8 million
Frequently Asked Questions
FAMILY WMS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #126456), FAMILY WMS, LLC is subject to fiduciary duty under federal law.
FAMILY WMS, LLC is headquartered in ATHENS, GA.
FAMILY WMS, LLC serves 75 high-net-worth clients according to their SEC filing dated February 10, 2025. View client details ↓
According to their SEC Form ADV, FAMILY WMS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
FAMILY WMS, LLC manages $581 million in client assets according to their SEC filing dated February 10, 2025.
According to their SEC Form ADV, FAMILY WMS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 75
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 99.30
Average High-Net-Worth Client Assets: $8 million
Total Client Accounts: 570
Discretionary Accounts: 346
Non-Discretionary Accounts: 224
Regulatory Filings
CRD Number: 126456
Last Filing Date: 2025-02-10 00:00:00
Website: https://familywms.com