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 Maryland-registered limited liability company that operates as an independent RIA focused on pooled real estate investment vehicles. It positions itself as a capital allocator serving institutional clients and charges fees based on a percentage of assets under management. The firm’s core advisory activity is portfolio management for pooled investment vehicles, and it does not identify as an active ESG investor. Ownership is structured across domestic entity and individual owners. WMS Partners has been recognized in industry 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
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
Contacts
3 of 7
Bryan Lopez
VP of FinanceCRD 5960705
Jeffrey Hill
Senior Wealth AdvisorCRD 5428608
Paul Speargas
Senior Wealth AdvisorCRD 5625214
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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