W Advisors LLC
Firm details
- Headquarters
- Germantown, Tennessee
- CRD number
- 168452
- Registered since
- January 24, 2014
- Website
- www.wadvisorsllc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI90.34%
- Individuals9.66%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
W Advisors LLC is an independent, SEC-registered RIA organized as an LLC and registered in 2014. The firm is owned by an individual and serves primarily individual and family clients. It functions as a capital allocator and is also a registered representative of a broker-dealer. Core advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. Compensation mixes percentage-of-AUM fees with hourly and fixed-fee engagements. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds61%
- Exchange Traded Equities38%
- Cash & Cash Equivalents1%
Contacts
3 of 3
Frank Lombardo
MemberCRD 5192692
Robert Wade
Managing MemberCRD 2321731
Angela Cox
Client Service ManagerCRD 6914573
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 77Active vs passive
$136M in ETFs
85%
$116M
6%
$20.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES S&P 500 GROWTH ETF (IVW) | BlackRock | Passive | Large Growth | $16M | 116,249 | 11.73% |
Location
Germantown, TN
Shelby
Location
Germantown, TN
Headquartered in Germantown, TN, anchoring the Memphis-Forrest City, TN-MS-AR metro in the South.
- Metro area
- Memphis-Forrest City, TN-MS-AR
- Region
- South
- County
- Shelby
- Address
- 2289 West St
- Time zone
- CT (UTC-6)
- Office locations
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