WMS WEALTH MANAGEMENT LLC

Overview

WMS Wealth Management LLC is an independent registered investment adviser organized as a limited liability company that focuses on financial planning and portfolio management for individuals and small businesses. The firm operates with an owner-type described as individual and runs a fee model combining a percentage of assets under management with hourly charges. Its practice tilts toward discretionary management: the ADV reports that all reported assets are discretionary, indicating the firm frequently takes day-to-day investment authority for client portfolios. Investment posture is equity-focused. The firm lists exchange-traded equities as its most-used asset type and shows a clear preference for equities within client portfolios. WMS Wealth Management LLC is not positioned as a capital allocator and does not identify as an active ESG investor. Its adviser profile indicates a straightforward private wealth practice rather than a multi-state or pension-consulting operation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices