The W & W Group LLC

RIASEC Registered
Total AUM
$29.2M
Discretionary
$25M
86% of AUM
Avg account
$82.8K
Accounts
353
Employees
2
Advisory reps
1

Firm details

Headquarters
,
CRD number
286334
Custodians
ALTRUIST FINANCIAL LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals74.19%
  • HNWI25.81%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

The W & W Group LLC is an independently operated registered investment adviser organized as an LLC and owned by an individual. The firm serves primarily individual and family clients and combines fee-based advisory work with insurance brokerage. Its fee arrangements include a percentage of assets under management as well as hourly and fixed-fee engagements. Core advisory services listed by the firm include financial planning, portfolio management for individuals and small businesses, pension consulting-type work, and client education through seminars and workshops. The firm does not identify itself as an active ESG investor and is not presented as a multi-state or newly formed adviser. While pension consulting appears among their offered services, the firm’s filing indicates it is not designated as a pension consultant.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 60%, US Government Bonds 12%, Cash & Cash Equivalents 12%, Investment Grade Corp Bonds 9%, Non-Investment Grade Corp Bonds 5%, Exchange Traded Equities 3%, State & Local Bonds 2%, Derivatives 1%60%
  • Public Funds/Mutual Funds60%
  • US Government Bonds12%
  • Cash & Cash Equivalents12%
  • Investment Grade Corp Bonds9%
  • Non-Investment Grade Corp Bonds5%

Contacts

1 of 1
  • Wesley Watkis

    Wesley Watkis

    Managing Principal, Financial AdvisorCRD 2688488

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth