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W ADVISORS LLC
CRD 168452 · SEC 801-78543
2289 WEST STREET, GERMANTOWN, TN, 38138, United States
Phone
901-410-8040
Fax
800-396-9073
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$244.9M
Discretionary AUM
$152.1M
Team
3 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 68 | $23.7M |
| High net worth individuals | 27 | $221.2M |
States served
LA, MS, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD