WMS Group LLC

Overview

WMS Group LLC is an independent registered investment advisor organized as a limited liability company and owned by an individual. The firm focuses on financial planning and discretionary portfolio management for individuals and small businesses, and it also provides selection-of-other-advisers services when clients need third‑party managers. WMS operates as a capital allocator: alongside core public-market strategies it allocates client capital to external alternative managers. Fee arrangements combine a percentage of assets under management with hourly billing for planning or advisory engagements. The adviser is not positioned as an ESG or pension consultant, and it reports being a single‑state adviser. The firm registered with the SEC in 2026.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices