WM Advisors USA LLC
RIAState Registered
Total AUM
$31.4M
Discretionary
$0
0% of AUM
Avg account
$697K
Accounts
45
Employees
3
Advisory reps
3
Firm details
- Headquarters
- ,
- CRD number
- 323133
- Registered since
- November 14, 2022
- Website
- wm-advisors.com
- Custodians
- MORGAN STANLEY & CO. LLC, J.P. MORGAN SECURITIES INC., CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
WM Advisors USA LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm provides portfolio management for individuals and small businesses and acts as a capital allocator by selecting third‑party managers. It charges fees based on a percentage of assets under management and focuses its client work on individuals and families. The adviser is not positioned as an ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities29%
- Private Funds27%
- Non-Exchange Traded Equities21%
- Non-Investment Grade Corp Bonds11%
- Cash & Cash Equivalents10%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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