W Advisors LLC

W Advisors LLC (CRD# 168452) is a financial advisory firm headquartered in Germantown, TN. They manage $185,587,251 in 406 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
2289 West Street, Germantown, TN 38138
https://www.linkedin.com/company/w-advisors-llc
By the Numbers
  • Total Assets Under Management
    186
    MILLION
  • Total Number of Accounts
    406
    ACCOUNTS
  • Average Account Value
    $457,111
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
The map below shows states where this firm has explicit registration only.

FL, LA, MS, TN, TX

Financial Advisors at W Advisors LLC
Showing 1 - 2 of 2 top financial advisors.
1
Frank Lombardo, financial advisor Memphis TN
Frank L. Lombardo
CRD#: 5192692
1715 Aaron Brenner Dr., Suite 218, Memphis, TN 38120

Frank Lombardo (CRD# 5192692) is an Investment Advisor Representative working at W Advisors LLC in Memphis, TN and has over 17 years of experience in the finance industry.

2
Robert Wade, financial advisor Germantown TN
Robert B. Wade
CRD#: 2321731
2289 West Street, Germantown, TN 38138

Robert Wade (CRD# 2321731) is an Investment Advisor Representative working at W Advisors LLC in Germantown, TN and has over 30 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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