WMS Partners Review

Trust Score 97%
Trust Score info_outline

Last updated: May 20th, 2019. Data source: SEC filings.

WMS Partners, federally registered in 1994, is a Registered Investment Advisor (RIA) in 15 state(s) with a licensed staff of 22 advisors. WMS Partners manages $3.7 billion and provides investment advisory services for 619 clients (1:29 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $3,000,000
Average Client Balance $5,944,805
Hybrid Advisor No
Disciplinary History No
Total AUM $3.7 billion
Advisor / Client Ratio 1:29
Headquarters Towson, MD
SEC Filings Forms and Brochures    (CRD # 109971)
State(s) Registered CA, CT, DE, DC, FL, LA, MD, MA, NH, NJ, NY, NC, PA, TN, TX, VA

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