W Advisors LLC

W Advisors LLC (CRD# 168452) is a financial advisory firm headquartered in Memphis, TN. They manage $105,535,629 in 339 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    106
    MILLION
  • Total Number of Accounts
    339
    ACCOUNTS
  • Average Account Value
    $311,315
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
  • Selection of other advisers (including private fund managers)
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.

LA, MS, TN, TX

Financial Advisors at W Advisors LLC
Showing 1 - 3 of 3 top financial advisors.
1
Frank L. Lombardo
CRD#: 5192692
1715 Aaron Brenner Dr., Suite 218, Memphis, TN 38120
93
Wealthminder
score

Frank Lombardo (CRD# 5192692) is an Investment Advisor Representative working at W Advisors LLC in Memphis, TN and has over 9 years of experience in the finance industry.

2
William H. French Iii
CRD#: 1730784
1715 Aaron Brenner Dr, Suite 218, Memphis, TN 38120
83
Wealthminder
score

William French Iii (CRD# 1730784) is an Investment Advisor Representative working at W Advisors LLC in Memphis, TN and has over 29 years of experience in the finance industry.

3
Robert B. Wade
CRD#: 2321731
1715 Aaron Brenner Dr, Suite 218, Memphis, TN 38120
73
Wealthminder
score

Robert Wade (CRD# 2321731) is an Investment Advisor Representative working at W Advisors LLC in Memphis, TN and has over 23 years of experience in the finance industry.

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