WMS PARTNERS, LLC
Firm details
- Headquarters
- TOWSON, Maryland
- CRD number
- 109971
- Registered since
- June 14, 1994
- Fee structure
- Percentage of AUM
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
WMS Partners, LLC is a privately held limited liability company that has been registered with the SEC since 1994 and operates as an independent RIA and capital allocator with an emphasis on pooled real estate vehicles. The firm serves institutional clients and bills advisory services as a percentage of assets under management. Its primary advisory activity is portfolio management for pooled investment vehicles rather than individual retail accounts. WMS Partners reports that it is not an active ESG investor, does not operate as a multi-state adviser, and does not provide pension consulting. The firm has been recognized in trade press lists, including FA Magazine’s Top RIA Firms (2020), Barron’s Top 100 RIA Firms (2021 and 2022), and Citywire’s 50 Growers Across America (2023).
Assets & Accounts
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
Contacts
3 of 7TODD WICKWIRE
Shareholder and Managing DirectorCRD 1725197
JEFFREY HILL
Market Leader, Senior Wealth AdvisorCRD 5428608
NATHAN ALLEN
Senior Wealth AdvisorCRD 2392046
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 136Active vs passive
$1.3B in ETFs
46%
$599M
49%
$712M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AVANTIS INTERNATIONAL EQUITY ETF (AVDE) | Avantis | Active | Foreign Large Blend | $122M | 1,981,582 | 9.28% |
Location
TOWSON, MD
BALTIMORE
Location
TOWSON, MD
Headquartered in TOWSON, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- BALTIMORE
- Address
- 1 W Pennsylvania Ave
- Time zone
- ET (UTC-5)
- Office locations
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