Wms Wealth Planners
Wms Wealth Planners is an SEC-registered wealth manager in Pittsburgh, PA with $314.7M assets under management (AUM, regulatory AUM), +24% over one year. See who owns Wms Wealth Planners: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 305481, SEC 801-117711, data through 2026-02-27.
- AUM (assets under management / regulatory AUM)
- $314.7M (2026-02-27)
- Firm type
- Wealth Manager
- Location
- Pittsburgh, PA
- Employees
- 6
- Clients
- 292
- CRD
- 305481
- Ownership
- KAHN, HERMAN, LAIBE; KAHN, HERMAN
How much AUM does Wms Wealth Planners have?
Wms Wealth Planners reported $314.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-27).
Who owns Wms Wealth Planners?
Disclosed owners and executives of Wms Wealth Planners include KAHN, HERMAN, LAIBE, KAHN, HERMAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.