WMS PARTNERS, LLC
other names
- WMS PARTNERS, LLC
- WEALTH MANAGEMENT SERVICES LLC
Adviser Profile
| As of Date | 04/27/2026 |
| Registration | Maryland, Approved, 08/04/2025 |
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| Former registrations | |
| ADV Location | TOWSON, MD, United States |
| Contact Info | 410 xxxxxxx |
| Websites |
| AUM* | 6,149,914 |
| of that, discretionary | 6,149,914 |
| Number of Employees | |
| of those in investment advisory functions | |
| Private Fund GAV* | 3,773,614 |
| Avg Account Size | 6,149,914 |
| SMA’s | No |
| Private Funds | 1 |
Adviser Type
Client Types
- Pooled investment vehicles
Advisory Activities
- Portfolio management for pooled investment vehicles
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
Employees
Form ADV-E Surprise Examination Reports
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name SC&H ATTEST SERVICES, P.C. | Filing Date01/27/2026 | Form ADV-E View Report |
| Accounting Firm Name SCH GROUP | Filing Date10/22/2024 | Form ADV-E View Report |
| Accounting Firm Name SCH GROUP | Filing Date01/26/2024 | Form ADV-E View Report |
Private Funds Structure
| SEC Fund Type | Count | GAV |
|---|---|---|
| Fund TypeReal Estate Fund | Count1 | GAV$3,773,614 |
Top Holdings
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker025072703 | Stock NameAMERICAN CENTY ETF TR | $ Position$121,609,669 | % Position7.00% | $ Change | # Change |
| Stck Ticker922908769 | Stock NameVANGUARD INDEX FDS | $ Position$120,027,577 | % Position7.00% | $ Change | # Change |
| Stck Ticker74144T108 | Stock NamePRICE T ROWE GROUP INC | $ Position$108,492,482 | % Position6.00% | $ Change | # Change |
| Stck Ticker381430107 | Stock NameGOLDMAN SACHS ETF TR | $ Position$103,343,923 | % Position6.00% | $ Change | # Change |
| Stck Ticker381430503 | Stock NameGOLDMAN SACHS ETF TR | $ Position$110,245,799 | % Position6.00% | $ Change | # Change |
| Stck Ticker025072885 | Stock NameAMERICAN CENTY ETF TR | $ Position$102,011,604 | % Position6.00% | $ Change | # Change |
| Stck Ticker46641Q670 | Stock NameJ P MORGAN EXCHANGE TRADED F | $ Position$84,611,576 | % Position5.00% | $ Change | # Change |
| Stck Ticker41653L305 | Stock NameHARTFORD FDS EXCHANGE TRADED | $ Position$64,834,200 | % Position4.00% | $ Change | # Change |
| Stck Ticker025072877 | Stock NameAMERICAN CENTY ETF TR | $ Position$71,081,689 | % Position4.00% | $ Change | # Change |
| Stck Ticker025072604 | Stock NameAMERICAN CENTY ETF TR | $ Position$63,575,006 | % Position4.00% | $ Change | # Change |