FAMILY WMS, LLC
SEC Form ADV profile.
Total regulatory AUM
$571,641,963
Discretionary
$312,190,866
Non-discretionary
$259,451,097
Firm details
- CRD number
- 126456
- SEC file number
- 801-61987
- Main office
- ATHENS, GA, United States
- Employees
- 8
- SEC status
- Approved
- Website
- HTTP://WWW.FAMILYWMS.COM
- Fee structure
-
Percentage of AUM
As of October 2026.