Family Wms, LLC
Family Wms, LLC (CRD# 126456) is a financial advisory firm headquartered in Athens, GA. They manage $585,357,665 in 672 accounts and serve the financial needs of clients across 10 states (or territories).
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Total Assets Under Management585MILLION
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Total Number of Accounts672ACCOUNTS
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Average Account Value$871,068
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
AR, FL, GA, LA, MS, NH, NY, SC, TN, TX
Leslie Allen (CRD# 1350568) is an Investment Advisor Representative working at Family Wms, LLC in Atlanta, GA and has over 38 years of experience in the finance industry.
Stephen House (CRD# 4784114) is an Investment Advisor Representative working at Family Wms, LLC in Memphis, TN and has over 11 years of experience in the finance industry.
Scott Shows (CRD# 4599894) is an Investment Advisor Representative working at Family Wms, LLC in Memphis, TN and has over 21 years of experience in the finance industry.