WMS Partners Review


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WMS Partners, federally registered in 1994, is a Registered Investment Advisor (RIA) in 18 state(s) with a licensed staff of 20 advisors. WMS Partners manages $4.1 billion and provides investment advisory services for 649 clients (1:33 advisor/client ratio).

WMS Partners requires a $3,000,000 minimum investment.

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Managed Investing


Feature Value
Minimum Investment $3,000,000
Average Account AUM $6,367,759
Hybrid Advisor No
Disciplinary History No
Total AUM $4.1 billion
Advisor / Client Ratio 1:33
Headquarters Towson, MD
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