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WMS PARTNERS, LLC
CRD 109971 · SEC 801-46692
1 W. PENNSYLVANIA AVENUE, SUITE 800, TOWSON, MD, 21204, United States
Phone
410-337-7575
Fax
410-337-7641
Registration
— (—)
Source
State registered
Total AUM
$6.1M
Discretionary AUM
$6.1M
Team
0 total employees; 0 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-27
Disciplinary history
No
Services
Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 1 | $6.1M |
All web addresses on file
Official SEC filing: View on IAPD