WMS PARTNERS, LLC

other names
  • WMS PARTNERS, LLC
  • WEALTH MANAGEMENT SERVICES LLC
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Adviser Profile
As of Date 07/18/2025
Adviser Type
Number of Employees
of those in investment advisory functions
Registration Maryland, Approved, 08/04/2025
Other registrations (2)
Former registrations

WMS PARTNERS, LLC

AUM* 9,338,019
of that, discretionary 9,338,019
Private Fund GAV* 9,239,101 100.00%
Avg Account Size 2,334,505
SMA’s No
Private Funds 5
Contact Info 410 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeReal Estate Fund Count1 GAV$7,592,088
Fund TypeOther Private Fund Count4 GAV$1,647,013

Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker000000000 Stock Name $ Position$ % Position $ Change0.00% # Change0.00%