Wms Group LLC
Wms Group LLC is an SEC-registered mass-market adviser with $125.3M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Wms Group LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 164327, SEC 801-135698, data through 2026-04-07.
- AUM (assets under management / regulatory AUM)
- $125.3M (2026-04-07)
- Firm type
- Mass-Market Adviser
- Employees
- 2
- Clients
- 252
- CRD
- 164327
- Ownership
- STEWART, WILLIAM, MICHAEL
How much AUM does Wms Group LLC have?
Wms Group LLC reported $125.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-07).
Who owns Wms Group LLC?
Disclosed owners and executives of Wms Group LLC include STEWART, WILLIAM, MICHAEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.