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WMS ADVISORS, LLC

CRD 122224 · SEC 801-109946

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6135 PARK SOUTH DRIVE, SUITE 510, CHARLOTTE, NC, 28210, United States

Phone

301-294-7804

Fax

301-294-7809

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$280.9M

Discretionary AUM

$249.2M

Team

7 total employees; 5 advisory reps; 5 broker-dealer reps

Clients

26-50

Fees

Percentage of AUM; Hourly charges

Org form

Limited Liability Company

Filing date

2026-02-26

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals76$27.9M
High net worth individuals55$248.9M

States served

DC, MD, NC, SC, VA, TX, FL

All web addresses on file

Official SEC filing: View on IAPD