The W & W Group LLC

The W & W Group LLC (CRD# 286334) is a financial advisory firm headquartered in Olney, MD. They manage $21,276,489 in 268 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
3470 Olney Laytonsville Rd, Ste 127, Olney, MD 20832
https://www.linkedin.com/in/wesley-watkis-25943b1/
By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    268
    ACCOUNTS
  • Average Account Value
    $79,390
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
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

DC, GA, LA, MD, TX, VA

Financial Advisors at The W & W Group LLC
Showing 1 - 1 of 1 top financial advisors.
1
Wesley Watkis, financial advisor Rockville MD
Wesley E. Watkis
CRD#: 2688488
Rockville, MD

Wesley Watkis (CRD# 2688488) is an Investment Advisor Representative working at The W & W Group LLC in Rockville, MD and has over 28 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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