Wms Wealth Management LLC

Wms Wealth Management LLC (CRD# 311372) is a financial advisory firm headquartered in Mukilteo, WA. They manage $28,852,641 in 132 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    29
    MILLION
  • Total Number of Accounts
    132
    ACCOUNTS
  • Average Account Value
    $218,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Wms Wealth Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Candace K. Swayne
CRD#: 4272082
12189 Greenhaven, Suite 108, Mukilteo, WA 98275

Candace Swayne (CRD# 4272082) is an Investment Advisor Representative working at Wms Wealth Management LLC in Mukilteo, WA and has over 6 years of experience in the finance industry.

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