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WMS GROUP LLC
CRD 164327 · SEC 801-135698
LA, United States
Phone
(985) 809-0530
Fax
866-470-6541
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$125.3M
Discretionary AUM
$125.3M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-04-07
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 234 | $84.9M |
| High net worth individuals | 18 | $40.3M |
States served
LA, TX
All web addresses on file
Official SEC filing: View on IAPD