Overview
Assets Under Management: $5.7 billion
Headquarters: TOWSON, MD
High-Net-Worth Clients: 399
Average Client Assets: $13.1 million
Frequently Asked Questions
WMS PARTNERS, 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 #109971), WMS PARTNERS, LLC is subject to fiduciary duty under federal law.
WMS PARTNERS, LLC is headquartered in TOWSON, MD.
WMS PARTNERS, LLC serves 399 high-net-worth clients according to their SEC filing dated April 30, 2024. View client details ↓
According to their SEC Form ADV, WMS PARTNERS, LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, and selection of other advisors. View all service details ↓
WMS PARTNERS, LLC manages $5.7 billion in client assets according to their SEC filing dated April 30, 2024.
According to their SEC Form ADV, WMS PARTNERS, LLC serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Recent Rankings
Barron's 2024:
92
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 399
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.51%
Average Client Assets: $13.1 million
Total Client Accounts: 4,434
Discretionary Accounts: 3,249
Non-Discretionary Accounts: 1,185
Regulatory Filings
CRD Number: 109971
Filing ID: 1872518
Last Filing Date: 2024-04-30 13:34:00