Family Wms, LLC

Family Wms, LLC (CRD# 126456) is a financial advisory firm headquartered in Atlanta, GA. They manage $450,131,030 in 542 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    450
    MILLION
  • Total Number of Accounts
    542
    ACCOUNTS
  • Average Account Value
    $830,500
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AR, FL, GA, MN, MS, NH, NY, SC, TN, TX

Financial Advisors at Family Wms, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Leslie W. Allen
CRD#: 1350568
3155 Roswell Road, Suite 320, Atlanta, GA 30305
93
Wealthminder
score

Leslie Allen (CRD# 1350568) is an Investment Advisor Representative working at Family Wms, LLC in Atlanta, GA and has over 32 years of experience in the finance industry.

2
Scott A. Shows
CRD#: 4599894
775 Ridge Lake Blvd., Suite 185, Memphis, TN 38120
93
Wealthminder
score

Scott Shows (CRD# 4599894) is an Investment Advisor Representative working at Family Wms, LLC in Memphis, TN and has over 15 years of experience in the finance industry.

3
Stephen E. House
CRD#: 4784114
8275 Tournament Drive, Suite 155, Memphis, TN 38125
90
Wealthminder
score

Stephen House (CRD# 4784114) is an Investment Advisor Representative working at Family Wms, LLC in Memphis, TN and has over 5 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.