WMS ADVISORS, LLC
SEC Form ADV profile.
Total regulatory AUM
$280,924,601
Discretionary
$249,239,876
Non-discretionary
$31,684,725
Firm details
- CRD number
- 122224
- SEC file number
- 801-109946
- Main office
- CHARLOTTE, NC, United States
- Employees
- 7
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly
As of November 2026.