WMS GROUP LLC
Total AUM
$125.3M
Employees
2Clients
252Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
(985) 809-0530
Financials
Total AUM
$125.3M
Accounts
521Discretionary
$125.3M
Accounts
521Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
234AUM
$84.9M
HNW Individual Clients
18AUM
$40.3M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
LATX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.