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WMC CAPITAL MANAGEMENT, LLC
CRD 329845
1028 LEE-ANN DRIVE NE, SUITE 220, CONCORD, NC, 28025, United States
Phone
704-782-7233
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$16.2M
Discretionary AUM
$16.2M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 340 | $16.2M |
All web addresses on file
Official SEC filing: View on IAPD