Overview
Assets Under Management: $155 million
Headquarters: SCOTTSDALE, AZ
High-Net-Worth Clients: 53
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 53
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.28
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 558
Discretionary Accounts: 557
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 127517
Last Filing Date: 2024-03-29 00:00:00
Website: https://wmsus.com