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WPM WEALTH ADVISORS LLC
CRD 316722 · SEC 801-122458
63 PUTNAM STREET, SUITE 202, SARATOGA SPRINGS, NY, 12866, United States
Phone
518-369-5232
Fax
N/A
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$72.4M
Discretionary AUM
$72.4M
Team
3 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-06
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 345 | $52.5M |
| High net worth individuals | 8 | $19.9M |
States served
CA, MA, NY, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD