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FAMILY WMS, LLC
CRD 126456 · SEC 801-61987
490 N. MILLEDGE AVE, ATHENS, GA, 30601, United States
Phone
404-961-1051
Fax
404-961-1054
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$571.6M
Discretionary AUM
$312.2M
Team
8 total employees; 3 advisory reps
Clients
11-25
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersTAX ACCOUNTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 22 | $10.3M |
| High net worth individuals | 39 | $561.4M |
States served
GA, LA, MS, NY, SC, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD