WM ADVISORS USA LLC
other names
- WM ADVISORS USA LLC
- HIGHLANDS INVESTMENT MANAGEMENT
- HIGHLANDS INVESTMENT MANAGEMENT LLC
- WM ADVISORS LLC
Adviser Profile
| As of Date | 03/11/2025 |
| Adviser Type | |
| Number of Employees | 3 -25% |
| of those in investment advisory functions | 2 100% |
| Registration | Florida, Approved, 08/27/2024 |
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| Former registrations | |
| AUM* | 12,292,719 |
| of that, discretionary | 0 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,117,520 |
| % High Net Worth | 100.00% |
| SMA’s | No |
| Private Funds | 0 |
| Contact Info | 786 xxxxxxx |
| Websites |
Client Types
- High net worth individuals
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
No private funds