Family Wms, LLC
Family Wms, LLC is an SEC-registered ria in Athens, GA with $571.6M assets under management (AUM, regulatory AUM), -2% over one year. See who owns Family Wms, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 126456, SEC 801-61987, data through 2026-02-18.
- AUM (assets under management / regulatory AUM)
- $571.6M (2026-02-18)
- Firm type
- Ria
- Location
- Athens, GA
- Employees
- 8
- Clients
- 61
- CRD
- 126456
- Ownership
- VAUGHN, BRIAN, LEE; BEACH-ALLEN, LESLIE, WHITE; PALMER, DAN, M.; SHOWS, SCOTT, ALAN; COX, NANCY, ELLEN
How much AUM does Family Wms, LLC have?
Family Wms, LLC reported $571.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-18).
Who owns Family Wms, LLC?
Disclosed owners and executives of Family Wms, LLC include VAUGHN, BRIAN, LEE, BEACH-ALLEN, LESLIE, WHITE, PALMER, DAN, M., SHOWS, SCOTT, ALAN, COX, NANCY, ELLEN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.