Adviser Profile
| As of Date | 04/02/2026 |
| Registration status | Registration Changed to WMS GROUP LLC |
| Contact Info | (98 xxxxxxx |
| Websites |
| AUM* | 125,258,865 16% |
| of that, discretionary | 125,258,865 16% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 240,420 6% |
| % High Net Worth | 7.14% -8% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
Reported AUM
1
1
1
1
Private Funds
No private funds