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WGI DM, LLC
CRD 334219 · SEC 801-131865
ONE FINANCIAL CENTER, SUITE 1620, BOSTON, MA, 02111, United States
Phone
617-428-4040
Fax
617-428-4069
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$7.78B
Discretionary AUM
$7.78B
Team
6 total employees; 6 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 3 | $1.69B |
| Pension/profit sharing plans | 6 | $840.9M |
States served
MA, TX
Official SEC filing: View on IAPD