Wms Partners, LLC
Wms Partners, LLC (CRD# 109971) is a financial advisory firm headquartered in Towson, MD. They manage $5,659,719,469 in 4,434 accounts and serve the financial needs of clients across 23 states (or territories).
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Total Assets Under Management5,660MILLION
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Total Number of Accounts4,434ACCOUNTS
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Average Account Value$1,276,437
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Other
CA, CO, CT, DC, DE, FL, LA, MA, MD, ME, NC, ND, NE, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA
Robert Killebrew (CRD# 269352) is an Investment Advisor Representative working at Wms Partners, LLC in Towson, MD and has over 44 years of experience in the finance industry.
Bryan Lopez (CRD# 5960705) is an Investment Advisor Representative working at Wms Partners, LLC in Towson, MD and has 1 year of experience in the finance industry.
Steven Main (CRD# 5899157) is an Investment Advisor Representative working at Wms Partners, LLC in Towson, MD and has over 5 years of experience in the finance industry.
Chad Norfolk (CRD# 3184071) is an Investment Advisor Representative working at Wms Partners, LLC in Towson, MD and has over 24 years of experience in the finance industry.
Paul Speargas (CRD# 5625214) is an Investment Advisor Representative working at Wms Partners, LLC in Towson, MD and has 1 year of experience in the finance industry.
Christopher Walczak (CRD# 5065732) is an Investment Advisor Representative working at Wms Partners, LLC in Towson, MD and has 1 year of experience in the finance industry.
Zakia Weber (CRD# 6402144) is an Investment Advisor Representative working at Wms Partners, LLC in Towson, MD and has over 9 years of experience in the finance industry.
Todd Wickwire (CRD# 1725197) is an Investment Advisor Representative working at Wms Partners, LLC in Towson, MD and has over 27 years of experience in the finance industry.
Sean Anderson (CRD# 7324729) is an Investment Advisor Representative working at Wms Partners, LLC in Towson, MD and has 1 year of experience in the finance industry.
Lisa Edwards (CRD# 7160902) is an Investment Advisor Representative working at Wms Partners, LLC in Towson, MD and has over 4 years of experience in the finance industry.