WMS Wealth Planners
Firm details
- Headquarters
- Pittsburgh, Pennsylvania
- CRD number
- 305481
- Registered since
- November 29, 2019
- Website
- www.wmswealthplanners.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI74.44%
- Individuals19.36%
- Charitable Organizations2.45%
- State / Municipal Government2.21%
- Pension & Profit Sharing Plans1.5%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
WMS Wealth Planners is an independent registered investment adviser formed in 2019 and owned by an individual. The firm focuses on individual and family clients and combines portfolio management with comprehensive financial planning and educational programming. It also operates as an insurance broker and charges clients via a mix of percentage-of-AUM and fixed-fee arrangements. The firm identifies itself as an active ESG investor and concentrates on direct client relationships rather than institutional or pension work.
Assets & Accounts
Public Holdings
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
Asset composition
- Public Funds/Mutual Funds84%
- Cash & Cash Equivalents10%
- Exchange Traded Equities6%
- Non-Exchange Traded Equities1%
- Sovereign Bonds1%
Owners & executives
1 of 1
Herman Kahn
Chief Advisory OfficerCRD 1866522
Contacts
2 of 2
Daniel Eller
Associate Wealth StrategistCRD 7211799
Aaron Kahn
Vice President of PlanningCRD 6064121
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Pittsburgh, PA
Allegheny
Location
Pittsburgh, PA
Headquartered in Pittsburgh, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.
- Metro area
- Pittsburgh-New Castle-Weirton, PA-OH-WV
- Region
- Northeast
- County
- Allegheny
- Address
- 17 Brilliant Ave
- Time zone
- ET (UTC-5)
- Office locations
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