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).

Current Firm Details
490 N. Milledge Ave, Athens, GA 30601
http://www.familywms.com
By the Numbers
  • Total Assets Under Management
    585
    MILLION
  • Total Number of Accounts
    672
    ACCOUNTS
  • Average Account Value
    $871,068
Compensation Options
  • A percentage of assets under your management
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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

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

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.

2
Stephen House, financial advisor Memphis TN
Stephen E. House
CRD#: 4784114
8275 Tournament Drive, Suite 155, Memphis, TN 38125

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.

3
Scott Shows, financial advisor Memphis TN
Scott A. Shows
CRD#: 4599894
775 Ridge Lake Blvd., Suite 185, Memphis, TN 38120

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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