Overview
Assets Under Management: $220 million
Headquarters: MOBILE, AL
High-Net-Worth Clients: 99
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 99
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.57
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 521
Discretionary Accounts: 521
Regulatory Filings
CRD Number: 162222
Last Filing Date: 2025-02-12 00:00:00
Website: https://wmwealthmgt.com